Clearstead Advisors’s NatWest NWG Stock Holding History

Clearstead Advisors’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	$252K	Sell	14,288 -14,410	-50%	-$232K	﹤0.01%	993
2026 Q1	$428K	Buy	28,698 +28,576	+23,423%	+$475K	﹤0.01%	754
2025 Q4	$2.13K	Buy	+122	New	+$1.93K	﹤0.01%	2134
2025 Q3	–	Sell	-763	Closed	-$10.8K	–	3195
2025 Q2	$10.8K	Hold	763	–	–	﹤0.01%	1867
2025 Q1	$9.1K	Sell	763 -4,104	-84%	-$46K	﹤0.01%	1623
2024 Q4	$49.5K	Sell	4,867 -5,768	-54%	-$57.1K	﹤0.01%	1163
2024 Q3	$99.5K	Hold	10,635	–	–	﹤0.01%	1030
2024 Q2	$85.4K	Buy	+10,635	New	+$82.6K	﹤0.01%	1033

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Clearstead Advisors's NWG Position: Q2 2026 in Review

Clearstead Advisors reduced its NatWest (NWG) stake by 50% in Q2 2026, selling an estimated $232K and leaving 14,288 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Clearstead Advisors first reported a position in NWG in Q2 2024 and has held it in 8 quarters since. The position peaked at $428K in Q1 2026. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Clearstead Advisors held 14,288 shares of NatWest worth $252K as of Q2 2026.
Clearstead Advisors sold 14,410 NatWest shares in Q2 2026, an estimated $232K.
NatWest made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #993 holding.
Clearstead Advisors first reported a position in NatWest in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's NatWest position peaked at $428K in Q1 2026.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.