Caldwell Trust’s NatWest NWG Stock Holding History

Caldwell Trust’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	$1.34K	Buy	+76	New	+$1.22K	﹤0.01%	775

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

Caldwell Trust's NWG Position: Q2 2026 in Review

Caldwell Trust opened a new position in NatWest (NWG) in Q2 2026: 76 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

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

Caldwell Trust held 76 shares of NatWest worth $1.34K as of Q2 2026.
NatWest was a new Caldwell Trust position in Q2 2026.
NatWest made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #775 holding.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.