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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynasty Wealth Management's NWG Position: Q1 2026 in Review

Dynasty Wealth Management reduced its NatWest (NWG) stake by 4.8% in Q1 2026, selling an estimated $17.8K and leaving 21,166 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Dynasty Wealth Management first reported a position in NWG in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Dynasty Wealth Management held 21,166 shares of NatWest worth $315K as of Q1 2026.
  • Dynasty Wealth Management sold 1,069 NatWest shares in Q1 2026, an estimated $17.8K.
  • NatWest made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #284 holding.
  • Dynasty Wealth Management first reported a position in NatWest in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's NatWest position peaked at $389K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.