Cornerstone Planning Group
NWG icon

Cornerstone Planning Group’s NatWest NWG Stock Holding History

Cornerstone Planning Group’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 		– Sell
-876
Closed -$16K – 1183
2026
Q2 		$16K Buy
876
+49
+6% +$788 ﹤0.01% 736
2026
Q1 		$12.3K Sell
827
-11
-1% -$183 ﹤0.01% 834
2025
Q4 		$15.3K Buy
838
+106
+14% +$1.68K ﹤0.01% 665
2025
Q3 		$11.3K Hold
732
– – ﹤0.01% 743
2025
Q2 		$10.3K Sell
732
-6
-0.8% -$79 ﹤0.01% 552
2025
Q1 		$9.42K Buy
738
+51
+7% +$572 ﹤0.01% 590
2024
Q4 		$7.33K Buy
687
+99
+17% +$980 ﹤0.01% 496
2024
Q3 		$5.63K Buy
588
+39
+7% +$347 ﹤0.01% 545
2024
Q2 		$4.58K Buy
549
+37
+7% +$287 ﹤0.01% 600
2024
Q1 		$3.98K Buy
+512
New +$3.04K ﹤0.01% 556
2023
Q3 		– Sell
-148
Closed -$906 – 1281
2023
Q2 		$906 Buy
+148
New +$972 ﹤0.01% 1377
2022
Q4 		$1.09K Buy
+148
New +$867 ﹤0.01% 1340

Other funds holding NWG

Crossmark Global Holdings
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BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Cornerstone Planning Group's NWG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of NatWest (NWG) in Q3 2026, closing a stake of 876 shares — an estimated $16K sold.

Cornerstone Planning Group first reported a position in NWG in Q4 2022 and held it in 12 quarters. The position peaked at $16K in Q2 2026. 93 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining NatWest position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 876 NatWest shares in Q3 2026, an estimated $16K.
  • Cornerstone Planning Group first reported a position in NatWest in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's NatWest position peaked at $16K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.