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 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

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

Diversify Advisory Services's NWG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in NatWest (NWG) in Q2 2026: 13,494 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in NWG as recently as Q3 2025.

Diversify Advisory Services first reported a position in NWG in Q2 2025 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Diversify Advisory Services held 13,494 shares of NatWest worth $247K as of Q2 2026.
NatWest was a new Diversify Advisory Services position in Q2 2026.
NatWest made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1121 holding.
Diversify Advisory Services first reported a position in NatWest in Q2 2025 and has held it in 3 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.