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CoreCap Advisors’s NatWest NWG Stock Holding History

CoreCap 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 		$5.22K Buy
296
+241
+438% +$3.87K ﹤0.01% 2276
2026
Q1 		$820 Hold
55
– – ﹤0.01% 2562
2025
Q4 		$963 Hold
55
– – ﹤0.01% 2610
2025
Q3 		$778 Hold
55
– – ﹤0.01% 2520
2025
Q2 		$778 Hold
55
– – ﹤0.01% 2457
2025
Q1 		$656 Hold
55
– – ﹤0.01% 2621
2024
Q4 		$559 Hold
55
– – ﹤0.01% 2476
2024
Q3 		$515 Buy
+55
New +$489 ﹤0.01% 2367

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

CoreCap Advisors's NWG Position: Q2 2026 in Review

CoreCap Advisors increased its NatWest (NWG) stake by 438% in Q2 2026, buying an estimated $3.87K and bringing the position to 296 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

CoreCap Advisors first reported a position in NWG in Q3 2024 and has held it in 8 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • CoreCap Advisors held 296 shares of NatWest worth $5.22K as of Q2 2026.
  • CoreCap Advisors bought 241 NatWest shares in Q2 2026, an estimated $3.87K.
  • NatWest made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2276 holding.
  • CoreCap Advisors first reported a position in NatWest in Q3 2024 and has held it in 8 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.