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Diversify Wealth Management’s NatWest NWG Stock Holding History

Diversify Wealth Management’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 Sell
13,494
-15,944
-54% -$256K ﹤0.01% 1121
2026
Q1 		$452K Buy
29,438
+19,328
+191% +$321K 0.01% 842
2025
Q4 		$171K Buy
+10,110
New +$160K 0.01% 602

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversify Wealth Management's NWG Position: Q2 2026 in Review

Diversify Wealth Management reduced its NatWest (NWG) stake by 54% in Q2 2026, selling an estimated $256K and leaving 13,494 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Diversify Wealth Management first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. The position peaked at $452K in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Diversify Wealth Management held 13,494 shares of NatWest worth $247K as of Q2 2026.
  • Diversify Wealth Management sold 15,944 NatWest shares in Q2 2026, an estimated $256K.
  • NatWest made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1121 holding.
  • Diversify Wealth Management first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's NatWest position peaked at $452K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.