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Bogart Wealth LLC’s NatWest NWG Stock Holding History

Bogart Wealth LLC’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 		$705 Buy
+40
New +$643 ﹤0.01% 1695

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's NWG Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in NatWest (NWG) in Q2 2026: 40 shares worth $705. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings.

424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Bogart Wealth LLC held 40 shares of NatWest worth $705 as of Q2 2026.
  • NatWest was a new Bogart Wealth LLC position in Q2 2026.
  • NatWest made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1695 holding.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.