EWP
NWG icon

Elevation Wealth Partners’s NatWest NWG Stock Holding History

Elevation Wealth Partners’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 		$8.88K Hold
489
– – ﹤0.01% 934
2026
Q2 		$8.62K Buy
+489
New +$7.86K ﹤0.01% 852

Other funds holding NWG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Elevation Wealth Partners's NWG Position: Q3 2026 in Review

Elevation Wealth Partners held its NatWest (NWG) position steady in Q3 2026 at 489 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Elevation Wealth Partners first reported a position in NWG in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Elevation Wealth Partners held 489 shares of NatWest worth $8.88K as of Q3 2026.
  • Elevation Wealth Partners left its NatWest share count unchanged in Q3 2026.
  • NatWest made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #934 holding.
  • Elevation Wealth Partners first reported a position in NatWest in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.