Compass Financial Management
NWG icon

Compass Financial Management’s NatWest NWG Stock Holding History

Compass Financial 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
Q3 		$200 Hold
11
– – ﹤0.01% 1669
2026
Q2 		$210 Buy
+11
New +$177 ﹤0.01% 1481

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Jones Financial Companies
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Morgan Stanley
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BNP Paribas Financial Markets
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Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Compass Financial Management's NWG Position: Q3 2026 in Review

Compass Financial Management held its NatWest (NWG) position steady in Q3 2026 at 11 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Compass Financial Management first reported a position in NWG in Q2 2026 and has held it in 2 quarters since. The position peaked at $210 in Q2 2026. 370 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Compass Financial Management held 11 shares of NatWest worth $200 as of Q3 2026.
  • Compass Financial Management left its NatWest share count unchanged in Q3 2026.
  • NatWest made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1669 holding.
  • Compass Financial Management first reported a position in NatWest in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's NatWest position peaked at $210 in Q2 2026.
  • 370 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.