Diversify Advisory Services’s NatWest NWG Stock Holding History

Diversify Advisory Services’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	$272K	Buy	15,578 +2,084	+15%	+$38.4K	﹤0.01%	1127
2026 Q2	$247K	Buy	+13,494	New	+$217K	﹤0.01%	1121
2025 Q4	–	Sell	-10,273	Closed	-$159K	–	954
2025 Q3	$159K	Sell	10,273 -1,080	-10%	-$15.2K	0.01%	852
2025 Q2	$167K	Buy	+11,353	New	+$150K	0.01%	801

Other funds holding NWG

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Diversify Advisory Services's NWG Position: Q3 2026 in Review

Diversify Advisory Services increased its NatWest (NWG) stake by 15% in Q3 2026, buying an estimated $38.4K and bringing the position to 15,578 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Diversify Advisory Services first reported a position in NWG in Q2 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

Diversify Advisory Services held 15,578 shares of NatWest worth $272K as of Q3 2026.
Diversify Advisory Services bought 2,084 NatWest shares in Q3 2026, an estimated $38.4K.
NatWest made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1127 holding.
Diversify Advisory Services first reported a position in NatWest in Q2 2025 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.