Empirical Wealth Management’s NatWest NWG Stock Holding History

Empirical 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	$231K	Buy	13,086 +3,047	+30%	+$49K	﹤0.01%	970
2026 Q1	$150K	Buy	+10,039	New	+$167K	﹤0.01%	964

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

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

Empirical Wealth Management increased its NatWest (NWG) stake by 30% in Q2 2026, buying an estimated $49K and bringing the position to 13,086 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Empirical Wealth Management first reported a position in NWG in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Empirical Wealth Management held 13,086 shares of NatWest worth $231K as of Q2 2026.
Empirical Wealth Management bought 3,047 NatWest shares in Q2 2026, an estimated $49K.
NatWest made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #970 holding.
Empirical Wealth Management first reported a position in NatWest in Q1 2026 and has held it in 2 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.