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Carter Financial Group’s NatWest NWG Stock Holding History

Carter Financial Group’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
Q1 		– Sell
-10,177
Closed -$178K – 130
2025
Q4 		$178K Sell
10,177
-202
-2% -$3.2K 0.11% 116
2025
Q3 		$147K Buy
+10,379
New +$146K 0.09% 115

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carter Financial Group's NWG Position: Q1 2026 in Review

Carter Financial Group sold out of NatWest (NWG) in Q1 2026, closing a stake of 10,177 shares — an estimated $178K sold.

Carter Financial Group first reported a position in NWG in Q3 2025 and held it in 2 quarters. The position peaked at $178K in Q4 2025. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Carter Financial Group reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Carter Financial Group sold 10,177 NatWest shares in Q1 2026, an estimated $178K.
  • Carter Financial Group first reported a position in NatWest in Q3 2025 and held it in 2 quarters.
  • Carter Financial Group's NatWest position peaked at $178K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.