Cromwell Holdings’s NatWest NWG Stock Holding History

Cromwell Holdings’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	$193K	Hold	10,973	–	–	0.09%	217
2026 Q1	$170K	Hold	10,973	–	–	0.1%	212
2025 Q4	$192K	Hold	10,973	–	–	0.1%	189
2025 Q3	$155K	Hold	10,973	–	–	0.08%	232
2025 Q2	$155K	Hold	10,973	–	–	0.09%	215
2025 Q1	$135K	Hold	10,973	–	–	0.09%	232
2024 Q4	$112K	Hold	10,973	–	–	0.06%	266
2024 Q3	$103K	Hold	10,973	–	–	0.07%	292
2024 Q2	$88.1K	Buy	+10,973	New	+$85.2K	0.05%	307

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

Cromwell Holdings's NWG Position: Q2 2026 in Review

Cromwell Holdings held its NatWest (NWG) position steady in Q2 2026 at 10,973 shares worth $193K. The position accounts for 0.09% of the portfolio, ranked #217.

Cromwell Holdings first reported a position in NWG in Q2 2024 and has held it in 9 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Cromwell Holdings held 10,973 shares of NatWest worth $193K as of Q2 2026.
Cromwell Holdings left its NatWest share count unchanged in Q2 2026.
NatWest made up 0.09% of Cromwell Holdings's portfolio in Q2 2026, its #217 holding.
Cromwell Holdings first reported a position in NatWest in Q2 2024 and has held it in 9 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.