CX Institutional
NWG icon

CX Institutional’s NatWest NWG Stock Holding History

CX Institutional’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
Q3 		$4K Hold
234
– – ﹤0.01% 1475
2026
Q2 		$4K Hold
234
– – ﹤0.01% 1395
2026
Q1 		$3K Hold
234
– – ﹤0.01% 1408
2025
Q4 		$4K Buy
234
+165
+239% +$2.62K ﹤0.01% 1297
2025
Q3 		$1K Hold
69
– – ﹤0.01% 1358
2025
Q2 		$1K Hold
69
– – ﹤0.01% 1196
2025
Q1 		$1K Buy
+69
New +$773 ﹤0.01% 1185

Other funds holding NWG

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

CX Institutional's NWG Position: Q3 2026 in Review

CX Institutional held its NatWest (NWG) position steady in Q3 2026 at 234 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

CX Institutional first reported a position in NWG in Q1 2025 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • CX Institutional held 234 shares of NatWest worth $4K as of Q3 2026.
  • CX Institutional left its NatWest share count unchanged in Q3 2026.
  • NatWest made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1475 holding.
  • CX Institutional first reported a position in NatWest in Q1 2025 and has held it in 7 quarters since.
  • 99 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.