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Dogwood Wealth Management’s NatWest NWG Stock Holding History

Dogwood 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 		$3.07K Hold
174
– – ﹤0.01% 595
2026
Q1 		$2.59K Sell
174
-1,629
-90% -$27.1K ﹤0.01% 595
2025
Q4 		$31.6K Buy
1,803
+234
+15% +$3.71K 0.01% 156
2025
Q3 		$22.2K Sell
1,569
-371
-19% -$5.23K 0.01% 180
2025
Q2 		$26K Buy
+1,940
New +$25.6K 0.01% 155

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

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

Dogwood Wealth Management held its NatWest (NWG) position steady in Q2 2026 at 174 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Dogwood Wealth Management first reported a position in NWG in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.6K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Dogwood Wealth Management held 174 shares of NatWest worth $3.07K as of Q2 2026.
  • Dogwood Wealth Management left its NatWest share count unchanged in Q2 2026.
  • NatWest made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #595 holding.
  • Dogwood Wealth Management first reported a position in NatWest in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's NatWest position peaked at $31.6K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.