COMPASS FINANCIAL MANAGEMENT LLC’s NatWest NWG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$210	Buy	+11	New	+$177	﹤0.01%	1481

Other funds holding NWG

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NWG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in NatWest (NWG) in Q2 2026: 11 shares worth $210. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings.

302 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 11 shares of NatWest worth $210 as of Q2 2026.
NatWest was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
NatWest made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1481 holding.
302 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.