D.J. St. Germain’s NatWest NWG Stock Holding History

D.J. St. Germain’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	$1.15K	Hold	65	–	–	﹤0.01%	845
2026 Q1	$969	Hold	65	–	–	﹤0.01%	852
2025 Q4	$1.14K	Hold	65	–	–	﹤0.01%	840
2025 Q3	$920	Buy	+65	New	+$917	﹤0.01%	832

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

D.J. St. Germain's NWG Position: Q2 2026 in Review

D.J. St. Germain held its NatWest (NWG) position steady in Q2 2026 at 65 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

D.J. St. Germain first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

D.J. St. Germain held 65 shares of NatWest worth $1.15K as of Q2 2026.
D.J. St. Germain left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #845 holding.
D.J. St. Germain first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.