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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
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

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 Planning Group's NWG Position: Q2 2026 in Review

Cornerstone Planning Group increased its NatWest (NWG) stake by 5.9% in Q2 2026, buying an estimated $788 and bringing the position to 876 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Cornerstone Planning Group first reported a position in NWG in Q4 2022 and has held it in 12 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Cornerstone Planning Group held 876 shares of NatWest worth $16K as of Q2 2026.
  • Cornerstone Planning Group bought 49 NatWest shares in Q2 2026, an estimated $788.
  • NatWest made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #736 holding.
  • Cornerstone Planning Group first reported a position in NatWest in Q4 2022 and has held it in 12 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.