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Cassaday & Co Wealth Management’s NatWest NWG Stock Holding History

Cassaday & Co Wealth Management’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 		$10.6K Hold
601
– – ﹤0.01% 862
2026
Q1 		$8.96K Buy
+601
New +$9.98K ﹤0.01% 894

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cassaday & Co Wealth Management's NWG Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its NatWest (NWG) position steady in Q2 2026 at 601 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Cassaday & Co Wealth Management first reported a position in NWG in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Cassaday & Co Wealth Management held 601 shares of NatWest worth $10.6K as of Q2 2026.
  • Cassaday & Co Wealth Management left its NatWest share count unchanged in Q2 2026.
  • NatWest made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #862 holding.
  • Cassaday & Co Wealth Management first reported a position in NatWest in Q1 2026 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.