Coldstream Capital Management’s NatWest NWG Stock Holding History

Coldstream Capital Management’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	$380K	Sell	21,578 -12,370	-36%	-$199K	﹤0.01%	864
2026 Q1	$506K	Sell	33,948 -10,223	-23%	-$170K	0.01%	722
2025 Q4	$773K	Sell	44,171 -4,917	-10%	-$77.9K	0.01%	537
2025 Q3	$695K	Buy	49,088 +12,370	+34%	+$175K	0.01%	596
2025 Q2	$520K	Buy	36,718 +12,915	+54%	+$171K	0.01%	640
2025 Q1	$284K	Buy	23,803 +6,751	+40%	+$75.7K	0.01%	844
2024 Q4	$173K	Sell	17,052 -18	-0.1%	-$178	﹤0.01%	1029
2024 Q3	$160K	Buy	17,070 +5,233	+44%	+$46.6K	﹤0.01%	1049
2024 Q2	$95.1K	Buy	+11,837	New	+$91.9K	﹤0.01%	969

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

Coldstream Capital Management's NWG Position: Q2 2026 in Review

Coldstream Capital Management reduced its NatWest (NWG) stake by 36% in Q2 2026, selling an estimated $199K and leaving 21,578 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Coldstream Capital Management first reported a position in NWG in Q2 2024 and has held it in 9 quarters since. The position peaked at $773K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Coldstream Capital Management held 21,578 shares of NatWest worth $380K as of Q2 2026.
Coldstream Capital Management sold 12,370 NatWest shares in Q2 2026, an estimated $199K.
NatWest made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #864 holding.
Coldstream Capital Management first reported a position in NatWest in Q2 2024 and has held it in 9 quarters since.
Coldstream Capital Management's NatWest position peaked at $773K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.