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Consolidated Planning Corp’s NatWest NWG Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-463,180
Closed -$8.11M – 189
2025
Q4 		$8.11M Sell
463,180
-28,648
-6% -$454K 0.82% 31
2025
Q3 		$6.96M Buy
491,828
+4,679
+1% +$66K 0.73% 34
2025
Q2 		$6.89M Buy
487,149
+4,319
+0.9% +$57.1K 0.87% 37
2025
Q1 		$5.76M Buy
+482,830
New +$5.41M 0.79% 41

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Consolidated Planning Corp's NWG Position: Q1 2026 in Review

Consolidated Planning Corp sold out of NatWest (NWG) in Q1 2026, closing a stake of 463,180 shares — an estimated $8.11M sold.

Consolidated Planning Corp first reported a position in NWG in Q1 2025 and held it in 4 quarters. The position peaked at $8.11M in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Consolidated Planning Corp reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 463,180 NatWest shares in Q1 2026, an estimated $8.11M.
  • Consolidated Planning Corp first reported a position in NatWest in Q1 2025 and held it in 4 quarters.
  • Consolidated Planning Corp's NatWest position peaked at $8.11M in Q4 2025.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.