Bleakley Financial Group’s NatWest NWG Stock Holding History

Bleakley Financial Group’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	$782K	Buy	44,355 +8,189	+23%	+$132K	0.01%	714
2026 Q1	$539K	Sell	36,166 -15,631	-30%	-$260K	0.01%	620
2025 Q4	$906K	Buy	51,797 +8,853	+21%	+$140K	0.02%	498
2025 Q3	$608K	Buy	42,944 +5,624	+15%	+$79.3K	0.01%	483
2025 Q2	$528K	Buy	37,320 +4,867	+15%	+$64.3K	0.01%	483
2025 Q1	$387K	Buy	32,453 +3,751	+13%	+$42K	0.01%	463
2024 Q4	$292K	Buy	28,702 +4,645	+19%	+$46K	0.01%	810
2024 Q3	$225K	Buy	24,057 +5,403	+29%	+$48.1K	0.01%	885
2024 Q2	$150K	Buy	+18,654	New	+$145K	﹤0.01%	921

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

Bleakley Financial Group's NWG Position: Q2 2026 in Review

Bleakley Financial Group increased its NatWest (NWG) stake by 23% in Q2 2026, buying an estimated $132K and bringing the position to 44,355 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #714.

Bleakley Financial Group first reported a position in NWG in Q2 2024 and has held it in 9 quarters since. The position peaked at $906K in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Bleakley Financial Group held 44,355 shares of NatWest worth $782K as of Q2 2026.
Bleakley Financial Group bought 8,189 NatWest shares in Q2 2026, an estimated $132K.
NatWest made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #714 holding.
Bleakley Financial Group first reported a position in NatWest in Q2 2024 and has held it in 9 quarters since.
Bleakley Financial Group's NatWest position peaked at $906K in Q4 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.