BGAI
NWG icon

Bruce G. Allen Investments’s NatWest NWG Stock Holding History

Bruce G. Allen Investments’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
Q1 		$101K Buy
6,758
+291
+4% +$4.83K 0.07% 157
2025
Q4 		$113K Buy
6,467
+14
+0.2% +$222 0.08% 142
2025
Q3 		$91.3K Sell
6,453
-269
-4% -$3.79K 0.07% 177
2025
Q2 		$95.1K Buy
6,722
+140
+2% +$1.85K 0.07% 159
2025
Q1 		$78.5K Buy
6,582
+3,433
+109% +$38.5K 0.06% 174
2024
Q4 		$32K Buy
3,149
+336
+12% +$3.33K 0.03% 320
2024
Q3 		$26.3K Buy
2,813
+2,083
+285% +$18.5K 0.02% 356
2024
Q2 		$5.86K Hold
730
– – ﹤0.01% 544
2024
Q1 		$4.96K Hold
730
– – ﹤0.01% 589
2023
Q4 		$4.11K Buy
+730
New +$3.88K ﹤0.01% 623

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruce G. Allen Investments's NWG Position: Q1 2026 in Review

Bruce G. Allen Investments increased its NatWest (NWG) stake by 4.5% in Q1 2026, buying an estimated $4.83K and bringing the position to 6,758 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #157.

Bruce G. Allen Investments first reported a position in NWG in Q4 2023 and has held it in 10 quarters since. The position peaked at $113K in Q4 2025. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Bruce G. Allen Investments held 6,758 shares of NatWest worth $101K as of Q1 2026.
  • Bruce G. Allen Investments bought 291 NatWest shares in Q1 2026, an estimated $4.83K.
  • NatWest made up 0.07% of Bruce G. Allen Investments's portfolio in Q1 2026, its #157 holding.
  • Bruce G. Allen Investments first reported a position in NatWest in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's NatWest position peaked at $113K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.