ClearBridge Investments
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ClearBridge Investments’s NatWest NWG Stock Holding History

ClearBridge Investments’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 		– Sell
-5,153,852
Closed -$76.8M – 722
2026
Q1 		$76.8M Sell
5,153,852
-2,076,599
-29% -$34.5M 0.07% 248
2025
Q4 		$127M Sell
7,230,451
-112,915
-2% -$1.79M 0.1% 198
2025
Q3 		$104M Sell
7,343,366
-115,649
-2% -$1.63M 0.08% 234
2025
Q2 		$106M Buy
7,459,015
+4,126,259
+124% +$54.5M 0.09% 225
2025
Q1 		$39.7M Buy
+3,332,756
New +$37.4M 0.03% 338
2020
Q1 		– Sell
-1,249,066
Closed -$8.73M – 1082
2019
Q4 		$8.73M Buy
1,249,066
+498,343
+66% +$3.12M 0.01% 558
2019
Q3 		$4.12M Sell
750,723
-77,574
-9% -$431K ﹤0.01% 597
2019
Q2 		$5.07M Sell
828,297
-70,809
-8% -$464K ﹤0.01% 575
2019
Q1 		$6.31M Sell
899,106
-6,424
-0.7% -$45.1K 0.01% 563
2018
Q4 		$5.45M Buy
905,530
+267,119
+42% +$1.71M 0.01% 572
2018
Q3 		$4.49M Buy
638,411
+187,487
+42% +$1.33M ﹤0.01% 600
2018
Q2 		$3.3M Buy
450,924
+50,727
+13% +$408K ﹤0.01% 546
2018
Q1 		$3.19M Sell
400,197
-373,183
-48% -$3.14M ﹤0.01% 536
2017
Q4 		$6.36M Buy
773,380
+380,552
+97% +$3.04M 0.01% 506
2017
Q3 		$3.08M Sell
392,828
-10,337
-3% -$75K ﹤0.01% 546
2017
Q2 		$2.83M Buy
403,165
+173
+0% +$1.21K ﹤0.01% 548
2017
Q1 		$2.63M Sell
402,992
-29,929
-7% -$188K ﹤0.01% 580
2016
Q4 		$2.58M Buy
+432,921
New +$2.33M ﹤0.01% 592

Other funds holding NWG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

ClearBridge Investments's NWG Position: Q2 2026 in Review

ClearBridge Investments sold out of NatWest (NWG) in Q2 2026, closing a stake of 5,153,852 shares — an estimated $76.8M sold.

ClearBridge Investments first reported a position in NWG in Q4 2016 and held it in 18 quarters. The position peaked at $127M in Q4 2025. 342 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • ClearBridge Investments reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • ClearBridge Investments sold 5,153,852 NatWest shares in Q2 2026, an estimated $76.8M.
  • ClearBridge Investments first reported a position in NatWest in Q4 2016 and held it in 18 quarters.
  • ClearBridge Investments's NatWest position peaked at $127M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.