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Cresset Asset Management’s NatWest NWG Stock Holding History

Cresset Asset 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 		– Sell
-13,324
Closed -$201K – 1815
2026
Q1 		$201K Buy
+13,324
New +$221K ﹤0.01% 1472
2025
Q2 		– Sell
-18,024
Closed -$221K – 1671
2025
Q1 		$221K Sell
18,024
-7,782
-30% -$87.2K ﹤0.01% 1480
2024
Q4 		$262K Sell
25,806
-95,575
-79% -$946K ﹤0.01% 1417
2024
Q3 		$1.14M Buy
121,381
+53,790
+80% +$479K ﹤0.01% 1099
2024
Q2 		$543K Buy
67,591
+33,485
+98% +$260K ﹤0.01% 1406
2024
Q1 		$241K Buy
34,106
+13,422
+65% +$79.6K ﹤0.01% 1683
2023
Q4 		$116K Sell
20,684
-1,920
-8% -$10.2K ﹤0.01% 1751
2023
Q3 		$132K Sell
22,604
-4,118
-15% -$24.9K ﹤0.01% 1683
2023
Q2 		$164K Buy
+26,722
New +$176K ﹤0.01% 1768
2022
Q4 		– Sell
-13,239
Closed -$66K – 838
2022
Q3 		$66K Buy
13,239
+16
+0.1% +$99 ﹤0.01% 851
2022
Q2 		$77K Buy
13,223
+1,460
+12% +$8.75K ﹤0.01% 889
2022
Q1 		$72K Buy
+11,763
New +$79.3K ﹤0.01% 960
2021
Q4 		– Sell
-11,461
Closed -$76K – 1243
2021
Q3 		$76K Buy
+11,461
New +$71.3K ﹤0.01% 1085
2020
Q4 		– Sell
-10,622
Closed -$31K – 794
2020
Q3 		$31K Sell
10,622
-808
-7% -$2.5K ﹤0.01% 708
2020
Q2 		$38K Sell
11,430
-19,877
-63% -$61.8K ﹤0.01% 646
2020
Q1 		$98K Buy
31,307
+9,181
+41% +$48.3K ﹤0.01% 555
2019
Q4 		$153K Hold
22,126
– – ﹤0.01% 585
2019
Q3 		$122K Buy
22,126
+7,779
+54% +$43.2K ﹤0.01% 519
2019
Q2 		$88K Buy
14,347
+12,051
+525% +$78.9K ﹤0.01% 465
2019
Q1 		$18K Hold
2,296
– – ﹤0.01% 1048
2018
Q4 		$14K Buy
+2,296
New +$14.7K ﹤0.01% 788

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

Cresset Asset Management's NWG Position: Q2 2026 in Review

Cresset Asset Management sold out of NatWest (NWG) in Q2 2026, closing a stake of 13,324 shares — an estimated $201K sold.

Cresset Asset Management first reported a position in NWG in Q4 2018 and held it in 21 quarters. The position peaked at $1.14M in Q3 2024. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Cresset Asset Management reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 13,324 NatWest shares in Q2 2026, an estimated $201K.
  • Cresset Asset Management first reported a position in NatWest in Q4 2018 and held it in 21 quarters.
  • Cresset Asset Management's NatWest position peaked at $1.14M in Q3 2024.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.