Cerity Partners
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Cerity Partners’s NatWest NWG Stock Holding History

Cerity Partners’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 		$4.94M Sell
280,406
-44,544
-14% -$716K 0.01% 1108
2026
Q1 		$4.84M Buy
324,950
+38,979
+14% +$648K 0.01% 1028
2025
Q4 		$5M Buy
285,971
+8,116
+3% +$129K 0.01% 921
2025
Q3 		$3.93M Sell
277,855
-6,444
-2% -$90.9K 0.01% 972
2025
Q2 		$4.02M Buy
284,299
+64,651
+29% +$855K 0.01% 908
2025
Q1 		$2.62M Buy
219,648
+104,886
+91% +$1.18M 0.01% 998
2024
Q4 		$1.13M Buy
114,762
+30,377
+36% +$301K ﹤0.01% 1360
2024
Q3 		$790K Buy
84,385
+35,499
+73% +$316K ﹤0.01% 1525
2024
Q2 		$393K Sell
48,886
-28,382
-37% -$220K ﹤0.01% 1669
2024
Q1 		$525K Buy
77,268
+50,374
+187% +$299K ﹤0.01% 1575
2023
Q4 		$151K Buy
26,894
+7,457
+38% +$39.6K ﹤0.01% 1753
2023
Q3 		$113K Sell
19,437
-17,200
-47% -$104K ﹤0.01% 1323
2023
Q2 		$224K Sell
36,637
-3,848
-10% -$25.3K ﹤0.01% 1473
2023
Q1 		$267K Buy
40,485
+18,993
+88% +$134K ﹤0.01% 1587
2022
Q4 		$139K Sell
21,492
-3,325
-13% -$19.5K ﹤0.01% 1383
2022
Q3 		$124K Sell
24,817
-3,744
-13% -$23.1K ﹤0.01% 1099
2022
Q2 		$168K Buy
+28,561
New +$171K ﹤0.01% 1099
2022
Q1 		– Sell
-15,155
Closed -$97K – 1058
2021
Q4 		$97K Buy
+15,155
New +$98.4K ﹤0.01% 982
2019
Q1 		– Sell
-61,744
Closed -$372K – 561
2018
Q4 		$372K Sell
61,744
-325
-0.5% -$2.08K 0.02% 363
2018
Q3 		$436K Buy
62,069
+24,699
+66% +$175K 0.03% 354
2018
Q2 		$274K Buy
37,370
+11,722
+46% +$94.3K 0.02% 438
2018
Q1 		$204K Sell
25,648
-2,898
-10% -$24.4K 0.02% 499
2017
Q4 		$235K Buy
28,546
+380
+1% +$3.04K 0.02% 502
2017
Q3 		$221K Buy
+28,166
New +$204K 0.02% 515
2017
Q2 		– Sell
-25,399
Closed -$166K – 415
2017
Q1 		$166K Buy
+25,399
New +$160K 0.01% 420

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

Cerity Partners's NWG Position: Q2 2026 in Review

Cerity Partners reduced its NatWest (NWG) stake by 14% in Q2 2026, selling an estimated $716K and leaving 280,406 shares worth $4.94M. The position accounts for 0.01% of the portfolio, ranked #1108.

Cerity Partners first reported a position in NWG in Q1 2017 and has held it in 25 quarters since. The position peaked at $5M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Cerity Partners held 280,406 shares of NatWest worth $4.94M as of Q2 2026.
  • Cerity Partners sold 44,544 NatWest shares in Q2 2026, an estimated $716K.
  • NatWest made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1108 holding.
  • Cerity Partners first reported a position in NatWest in Q1 2017 and has held it in 25 quarters since.
  • Cerity Partners's NatWest position peaked at $5M in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.