Callan Family Office’s NatWest NWG Stock Holding History

Callan Family Office’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	$3.14M	Buy	178,289 +25,337	+17%	+$407K	0.06%	277
2026 Q1	$2.28M	Buy	152,952 +7,753	+5%	+$129K	0.05%	319
2025 Q4	$2.54M	Buy	145,199 +78,165	+117%	+$1.24M	0.05%	309
2025 Q3	$949K	Sell	67,034 -12,368	-16%	-$174K	0.03%	389
2025 Q2	$1.12M	Buy	79,402 +50,955	+179%	+$674K	0.04%	372
2025 Q1	$339K	Sell	28,447 -7,210	-20%	-$80.8K	0.03%	397
2024 Q4	$363K	Buy	+35,657	New	+$353K	0.02%	440

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

Callan Family Office's NWG Position: Q2 2026 in Review

Callan Family Office increased its NatWest (NWG) stake by 17% in Q2 2026, buying an estimated $407K and bringing the position to 178,289 shares worth $3.14M. The position accounts for 0.06% of the portfolio, ranked #277.

Callan Family Office first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Callan Family Office held 178,289 shares of NatWest worth $3.14M as of Q2 2026.
Callan Family Office bought 25,337 NatWest shares in Q2 2026, an estimated $407K.
NatWest made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #277 holding.
Callan Family Office first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.