EI
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Ethic Inc’s NatWest NWG Stock Holding History

Ethic Inc’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 		$4.41M Buy
250,249
+14,488
+6% +$233K 0.06% 326
2026
Q1 		$3.51M Sell
235,761
-37,529
-14% -$624K 0.06% 335
2025
Q4 		$4.78M Buy
273,290
+15,253
+6% +$242K 0.07% 256
2025
Q3 		$3.65M Buy
258,037
+33,199
+15% +$468K 0.06% 317
2025
Q2 		$3.16M Buy
224,838
+8,734
+4% +$115K 0.06% 326
2025
Q1 		$2.59M Buy
216,104
+7,089
+3% +$79.5K 0.05% 353
2024
Q4 		$2.13M Buy
209,015
+4,495
+2% +$44.5K 0.04% 408
2024
Q3 		$1.39M Buy
204,520
+8,885
+5% +$79K 0.04% 480
2024
Q2 		$1.57M Sell
195,635
-8,885
-4% -$69K 0.04% 453
2024
Q1 		$1.39M Buy
204,520
+67,844
+50% +$403K 0.04% 479
2023
Q4 		$769K Sell
136,676
-37,419
-21% -$199K 0.02% 614
2023
Q3 		$1.01M Sell
174,095
-29,767
-15% -$180K 0.04% 475
2023
Q2 		$1.25M Sell
203,862
-93,268
-31% -$613K 0.05% 400
2023
Q1 		$1.96M Buy
297,130
+18,557
+7% +$131K 0.08% 295
2022
Q4 		$1.8M Buy
278,573
+31,477
+13% +$184K 0.1% 261
2022
Q3 		$1.23M Buy
247,096
+2,396
+1% +$14.8K 0.08% 292
2022
Q2 		$1.44M Buy
244,700
+44,037
+22% +$264K 0.1% 254
2022
Q1 		$1.23M Buy
200,663
+93,771
+88% +$633K 0.08% 281
2021
Q4 		$703K Buy
106,892
+70,823
+196% +$460K 0.05% 340
2021
Q3 		$237K Buy
36,069
+17,250
+92% +$107K 0.02% 538
2021
Q2 		$114K Buy
+18,819
New +$114K 0.01% 555

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

Ethic Inc's NWG Position: Q2 2026 in Review

Ethic Inc increased its NatWest (NWG) stake by 6.1% in Q2 2026, buying an estimated $233K and bringing the position to 250,249 shares worth $4.41M. The position accounts for 0.06% of the portfolio, ranked #326.

Ethic Inc first reported a position in NWG in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.78M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Ethic Inc held 250,249 shares of NatWest worth $4.41M as of Q2 2026.
  • Ethic Inc bought 14,488 NatWest shares in Q2 2026, an estimated $233K.
  • NatWest made up 0.06% of Ethic Inc's portfolio in Q2 2026, its #326 holding.
  • Ethic Inc first reported a position in NatWest in Q2 2021 and has held it in 21 quarters since.
  • Ethic Inc's NatWest position peaked at $4.78M in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.