Burk Holdings’s NatWest NWG Stock Holding History

Burk Holdings’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	$1.76K	Hold	100	–	–	﹤0.01%	525
2026 Q1	$1.49K	Buy	+100	New	+$1.66K	﹤0.01%	558

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

Burk Holdings's NWG Position: Q2 2026 in Review

Burk Holdings held its NatWest (NWG) position steady in Q2 2026 at 100 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Burk Holdings first reported a position in NWG in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Burk Holdings held 100 shares of NatWest worth $1.76K as of Q2 2026.
Burk Holdings left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #525 holding.
Burk Holdings first reported a position in NatWest in Q1 2026 and has held it in 2 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.