Capricorn Fund Managers’s NatWest NWG Stock Holding History

Capricorn Fund Managers’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	$10.4M	Buy	+587,290	New	+$9.44M	0.82%	40
2022 Q2	–	Sell	-358,972	Closed	-$2.2M	–	113
2022 Q1	$2.2M	Buy	+358,972	New	+$2.42M	0.54%	56

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

Capricorn Fund Managers's NWG Position: Q2 2026 in Review

Capricorn Fund Managers opened a new position in NatWest (NWG) in Q2 2026: 587,290 shares worth $10.4M. The stake represents 0.82% of the portfolio and ranks #40 among its holdings. This is a return to the name: Capricorn Fund Managers previously reported a position in NWG as recently as Q1 2022.

Capricorn Fund Managers first reported a position in NWG in Q1 2022 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Capricorn Fund Managers held 587,290 shares of NatWest worth $10.4M as of Q2 2026.
NatWest was a new Capricorn Fund Managers position in Q2 2026.
NatWest made up 0.82% of Capricorn Fund Managers's portfolio in Q2 2026, its #40 holding.
Capricorn Fund Managers first reported a position in NatWest in Q1 2022 and has held it in 2 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.