Dynamic Advisor Solutions’s NatWest NWG Stock Holding History

Dynamic Advisor Solutions’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	$221K	Buy	+12,189	New	+$225K	0.01%	948

Other funds holding NWG

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 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

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's NWG Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in NatWest (NWG) in Q3 2026: 12,189 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings.

50 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

Dynamic Advisor Solutions held 12,189 shares of NatWest worth $221K as of Q3 2026.
NatWest was a new Dynamic Advisor Solutions position in Q3 2026.
NatWest made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #948 holding.
50 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.