Cetera Investment Advisers
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Cetera Investment Advisers’s NatWest NWG Stock Holding History

Cetera Investment Advisers’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 		$4.32M Sell
245,109
-14,701
-6% -$236K ﹤0.01% 1732
2026
Q1 		$3.87M Sell
259,810
-26,699
-9% -$444K ﹤0.01% 1694
2025
Q4 		$5.01M Sell
286,509
-13,295
-4% -$211K 0.01% 1461
2025
Q3 		$4.24M Buy
299,804
+186,113
+164% +$2.63M ﹤0.01% 1537
2025
Q2 		$1.61M Buy
113,691
+28,137
+33% +$372K ﹤0.01% 2013
2025
Q1 		$1.02M Buy
85,554
+9,754
+13% +$109K ﹤0.01% 2246
2024
Q4 		$771K Buy
75,800
+6,998
+10% +$69.3K ﹤0.01% 2351
2024
Q3 		$644K Buy
68,802
+16,334
+31% +$145K ﹤0.01% 2449
2024
Q2 		$421K Buy
52,468
+18,335
+54% +$142K ﹤0.01% 2731
2024
Q1 		$232K Buy
34,133
+13,338
+64% +$79.1K ﹤0.01% 3254
2023
Q4 		$117K Sell
20,795
-1,266
-6% -$6.72K ﹤0.01% 2125
2023
Q3 		$129K Buy
22,061
+3,373
+18% +$20.4K ﹤0.01% 2055
2023
Q2 		$114K Sell
18,688
-544
-3% -$3.57K ﹤0.01% 2080
2023
Q1 		$127K Buy
19,232
+49
+0.3% +$346 ﹤0.01% 2029
2022
Q4 		$124K Buy
19,183
+2,625
+16% +$15.4K ﹤0.01% 1973
2022
Q3 		$83K Sell
16,558
-42
-0.3% -$259 ﹤0.01% 1598
2022
Q2 		$97K Buy
16,600
+440
+3% +$2.64K ﹤0.01% 1741
2022
Q1 		$99K Buy
+16,160
New +$109K ﹤0.01% 1802

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

Cetera Investment Advisers's NWG Position: Q2 2026 in Review

Cetera Investment Advisers reduced its NatWest (NWG) stake by 5.7% in Q2 2026, selling an estimated $236K and leaving 245,109 shares worth $4.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Cetera Investment Advisers first reported a position in NWG in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.01M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Cetera Investment Advisers held 245,109 shares of NatWest worth $4.32M as of Q2 2026.
  • Cetera Investment Advisers sold 14,701 NatWest shares in Q2 2026, an estimated $236K.
  • NatWest made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1732 holding.
  • Cetera Investment Advisers first reported a position in NatWest in Q1 2022 and has held it in 18 quarters since.
  • Cetera Investment Advisers's NatWest position peaked at $5.01M in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.