Corient Private Wealth
NWG icon

Corient Private Wealth’s NatWest NWG Stock Holding History

Corient Private Wealth’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 		$1.64M Buy
93,157
+6,712
+8% +$108K ﹤0.01% 1512
2026
Q1 		$1.28M Buy
86,445
+10,853
+14% +$180K ﹤0.01% 1504
2025
Q4 		$1.32M Sell
75,592
-3,050
-4% -$48.3K ﹤0.01% 1365
2025
Q3 		$1.11M Buy
78,642
+12,069
+18% +$170K ﹤0.01% 1382
2025
Q2 		$942K Buy
66,573
+2,950
+5% +$39K ﹤0.01% 1387
2025
Q1 		$758K Buy
63,623
+3,711
+6% +$41.6K ﹤0.01% 1402
2024
Q4 		$609K Buy
59,912
+8,715
+17% +$86.3K ﹤0.01% 1514
2024
Q3 		$479K Sell
51,197
-16,931
-25% -$151K ﹤0.01% 1755
2024
Q2 		$547K Buy
68,128
+21,914
+47% +$170K ﹤0.01% 1594
2024
Q1 		$314K Buy
46,214
+17,429
+61% +$103K ﹤0.01% 1866
2023
Q4 		$162K Buy
28,785
+426
+2% +$2.26K ﹤0.01% 2108
2023
Q3 		$164K Sell
28,359
-1,872
-6% -$11.3K ﹤0.01% 1958
2023
Q2 		$181K Buy
30,231
+940
+3% +$6.17K ﹤0.01% 1894
2023
Q1 		$193K Buy
29,291
+9,561
+48% +$67.5K ﹤0.01% 1808
2022
Q4 		$128K Buy
+19,730
New +$116K ﹤0.01% 1541

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

Corient Private Wealth's NWG Position: Q2 2026 in Review

Corient Private Wealth increased its NatWest (NWG) stake by 7.8% in Q2 2026, buying an estimated $108K and bringing the position to 93,157 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Corient Private Wealth first reported a position in NWG in Q4 2022 and has held it in 15 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Corient Private Wealth held 93,157 shares of NatWest worth $1.64M as of Q2 2026.
  • Corient Private Wealth bought 6,712 NatWest shares in Q2 2026, an estimated $108K.
  • NatWest made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1512 holding.
  • Corient Private Wealth first reported a position in NatWest in Q4 2022 and has held it in 15 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.