CVA Family Office’s NatWest NWG Stock Holding History

CVA Family Office’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	$4.53K	Hold	257	–	–	﹤0.01%	1302
2026 Q1	$3.83K	Hold	257	–	–	﹤0.01%	1329
2025 Q4	$4.5K	Hold	257	–	–	﹤0.01%	899
2025 Q3	$3.64K	Sell	257 -140	-35%	-$1.98K	﹤0.01%	932
2025 Q2	$5.62K	Hold	397	–	–	﹤0.01%	875
2025 Q1	$4.73K	Hold	397	–	–	﹤0.01%	901
2024 Q4	$4.04K	Hold	397	–	–	﹤0.01%	906
2024 Q3	$3.72K	Hold	397	–	–	﹤0.01%	888
2024 Q2	$3.19K	Hold	397	–	–	﹤0.01%	893
2024 Q1	$2.7K	Hold	397	–	–	﹤0.01%	899
2023 Q4	$2.23K	Buy	+397	New	+$2.11K	﹤0.01%	898

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

CVA Family Office's NWG Position: Q2 2026 in Review

CVA Family Office held its NatWest (NWG) position steady in Q2 2026 at 257 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

CVA Family Office first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.62K in Q2 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

CVA Family Office held 257 shares of NatWest worth $4.53K as of Q2 2026.
CVA Family Office left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1302 holding.
CVA Family Office first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
CVA Family Office's NatWest position peaked at $5.62K in Q2 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.