CFM
NWG icon

Cornerstone Financial Management’s NatWest NWG Stock Holding History

Cornerstone Financial Management’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 		$5.06K Sell
287
-8
-3% -$129 ﹤0.01% 619
2026
Q1 		$4.4K Buy
295
+93
+46% +$1.54K ﹤0.01% 518
2025
Q4 		$3.54K Buy
+202
New +$3.2K ﹤0.01% 517

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

Cornerstone Financial Management's NWG Position: Q2 2026 in Review

Cornerstone Financial Management reduced its NatWest (NWG) stake by 2.7% in Q2 2026, selling an estimated $129 and leaving 287 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Cornerstone Financial Management first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Cornerstone Financial Management held 287 shares of NatWest worth $5.06K as of Q2 2026.
  • Cornerstone Financial Management sold 8 NatWest shares in Q2 2026, an estimated $129.
  • NatWest made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #619 holding.
  • Cornerstone Financial Management first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.