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Essential Partners’s NatWest NWG Stock Holding History

Essential 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
Q2 		$7.47K Sell
424
-404
-49% -$6.5K ﹤0.01% 1350
2026
Q1 		$12.3K Buy
828
+224
+37% +$3.72K ﹤0.01% 1149
2025
Q4 		$10.6K Sell
604
-46
-7% -$729 ﹤0.01% 1156
2025
Q3 		$9.2K Buy
+650
New +$9.17K ﹤0.01% 1188

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essential Partners's NWG Position: Q2 2026 in Review

Essential Partners reduced its NatWest (NWG) stake by 49% in Q2 2026, selling an estimated $6.5K and leaving 424 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Essential Partners first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.3K in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Essential Partners held 424 shares of NatWest worth $7.47K as of Q2 2026.
  • Essential Partners sold 404 NatWest shares in Q2 2026, an estimated $6.5K.
  • NatWest made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1350 holding.
  • Essential Partners first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's NatWest position peaked at $12.3K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.