Dynasty Wealth Management’s NatWest NWG Stock Holding History

Dynasty 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	$394K	Buy	22,344 +1,178	+6%	+$18.9K	﹤0.01%	289
2026 Q1	$315K	Sell	21,166 -1,069	-5%	-$17.8K	﹤0.01%	284
2025 Q4	$389K	Buy	22,235 +2,844	+15%	+$45.1K	﹤0.01%	260
2025 Q3	$274K	Buy	+19,391	New	+$274K	﹤0.01%	271

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

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

Dynasty Wealth Management increased its NatWest (NWG) stake by 5.6% in Q2 2026, buying an estimated $18.9K and bringing the position to 22,344 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Dynasty Wealth Management first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Dynasty Wealth Management held 22,344 shares of NatWest worth $394K as of Q2 2026.
Dynasty Wealth Management bought 1,178 NatWest shares in Q2 2026, an estimated $18.9K.
NatWest made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #289 holding.
Dynasty Wealth Management first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.