Capital Fund Management (CFM)’s NatWest NWG Stock Holding History

Capital Fund Management (CFM)’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	$4.65M	Sell	263,731 -313,024	-54%	-$5.03M	0.02%	957
2026 Q1	$8.59M	Sell	576,755 -133,792	-19%	-$2.22M	0.04%	623
2025 Q4	$12.4M	Sell	710,547 -150,384	-17%	-$2.38M	0.03%	711
2025 Q3	$12.2M	Buy	860,931 +98,170	+13%	+$1.39M	0.03%	726
2025 Q2	$10.8M	Buy	762,761 +468,083	+159%	+$6.19M	0.03%	711
2025 Q1	$3.51M	Buy	+294,678	New	+$3.3M	0.01%	1181
2015 Q2	–	Sell	-10,493	Closed	-$114K	–	1640
2015 Q1	$114K	Buy	+10,493	New	+$127K	﹤0.01%	1391

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

Capital Fund Management (CFM)'s NWG Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its NatWest (NWG) stake by 54% in Q2 2026, selling an estimated $5.03M and leaving 263,731 shares worth $4.65M. The position accounts for 0.02% of the portfolio, ranked #957.

Capital Fund Management (CFM) first reported a position in NWG in Q1 2015 and has held it in 7 quarters since. The position peaked at $12.4M in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Capital Fund Management (CFM) held 263,731 shares of NatWest worth $4.65M as of Q2 2026.
Capital Fund Management (CFM) sold 313,024 NatWest shares in Q2 2026, an estimated $5.03M.
NatWest made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #957 holding.
Capital Fund Management (CFM) first reported a position in NatWest in Q1 2015 and has held it in 7 quarters since.
Capital Fund Management (CFM)'s NatWest position peaked at $12.4M in Q4 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.