Benjamin Edwards Inc’s NatWest NWG Stock Holding History

Benjamin Edwards Inc’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Buy	59,515 +4,606	+8%	+$74K	0.01%	788
2026 Q1	$818K	Buy	54,909 +8,257	+18%	+$137K	0.01%	831
2025 Q4	$816K	Buy	46,652 +1,067	+2%	+$16.9K	0.01%	786
2025 Q3	$645K	Buy	45,585 +805	+2%	+$11.4K	0.01%	852
2025 Q2	$634K	Buy	44,780 +5,335	+14%	+$70.5K	0.01%	774
2025 Q1	$470K	Buy	39,445 +2,018	+5%	+$22.6K	0.01%	803
2024 Q4	$381K	Buy	37,427 +16,452	+78%	+$163K	0.01%	915
2024 Q3	$196K	Buy	+20,975	New	+$187K	﹤0.01%	1063

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benjamin Edwards Inc's NWG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its NatWest (NWG) stake by 8.4% in Q2 2026, buying an estimated $74K and bringing the position to 59,515 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #788.

Benjamin Edwards Inc first reported a position in NWG in Q3 2024 and has held it in 8 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Benjamin Edwards Inc held 59,515 shares of NatWest worth $1.05M as of Q2 2026.
Benjamin Edwards Inc bought 4,606 NatWest shares in Q2 2026, an estimated $74K.
NatWest made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #788 holding.
Benjamin Edwards Inc first reported a position in NatWest in Q3 2024 and has held it in 8 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.