Creative Financial Designs’s NatWest NWG Stock Holding History

Creative Financial Designs’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	$1.3K	Sell	74 -373	-83%	-$6K	﹤0.01%	1979
2026 Q1	$6.66K	Buy	447 +373	+504%	+$6.2K	﹤0.01%	1510
2025 Q4	$1.29K	Sell	74 -18	-20%	-$285	﹤0.01%	1753
2025 Q3	$1.3K	Buy	92 +13	+16%	+$183	﹤0.01%	1769
2025 Q2	$1.12K	Sell	79 -175	-69%	-$2.31K	﹤0.01%	1767
2025 Q1	$3.03K	Buy	+254	New	+$2.85K	﹤0.01%	1596

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Financial Designs's NWG Position: Q2 2026 in Review

Creative Financial Designs reduced its NatWest (NWG) stake by 83% in Q2 2026, selling an estimated $6K and leaving 74 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Creative Financial Designs first reported a position in NWG in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.66K in Q1 2026. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Creative Financial Designs held 74 shares of NatWest worth $1.3K as of Q2 2026.
Creative Financial Designs sold 373 NatWest shares in Q2 2026, an estimated $6K.
NatWest made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1979 holding.
Creative Financial Designs first reported a position in NatWest in Q1 2025 and has held it in 6 quarters since.
Creative Financial Designs's NatWest position peaked at $6.66K in Q1 2026.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.