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 Q3	$1.51K	Sell	83 -213	-72%	-$3.93K	﹤0.01%	2579
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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CoreCap Advisors's NWG Position: Q3 2026 in Review

CoreCap Advisors reduced its NatWest (NWG) stake by 72% in Q3 2026, selling an estimated $3.93K and leaving 83 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

CoreCap Advisors first reported a position in NWG in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.22K in Q2 2026. 93 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

CoreCap Advisors held 83 shares of NatWest worth $1.51K as of Q3 2026.
CoreCap Advisors sold 213 NatWest shares in Q3 2026, an estimated $3.93K.
NatWest made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2579 holding.
CoreCap Advisors first reported a position in NatWest in Q3 2024 and has held it in 9 quarters since.
CoreCap Advisors's NatWest position peaked at $5.22K in Q2 2026.
93 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.