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Concurrent Investment Advisors’s NatWest NWG Stock Holding History

Concurrent Investment 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 		$878K Buy
49,781
+13,135
+36% +$211K 0.01% 1075
2026
Q1 		$546K Buy
36,646
+7,304
+25% +$121K 0.01% 1167
2025
Q4 		$513K Buy
29,342
+16,957
+137% +$269K 0.01% 1138
2025
Q3 		$175K Buy
12,385
+2,329
+23% +$32.9K ﹤0.01% 1375
2025
Q2 		$142K Buy
+10,056
New +$133K ﹤0.01% 1307

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Concurrent Investment Advisors's NWG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its NatWest (NWG) stake by 36% in Q2 2026, buying an estimated $211K and bringing the position to 49,781 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #1075.

Concurrent Investment Advisors first reported a position in NWG in Q2 2025 and has held it in 5 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Concurrent Investment Advisors held 49,781 shares of NatWest worth $878K as of Q2 2026.
  • Concurrent Investment Advisors bought 13,135 NatWest shares in Q2 2026, an estimated $211K.
  • NatWest made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1075 holding.
  • Concurrent Investment Advisors first reported a position in NatWest in Q2 2025 and has held it in 5 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.