Evergreen Capital Management’s NatWest NWG Stock Holding History

Evergreen Capital 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	$1.93M	Buy	109,439 +53,914	+97%	+$867K	0.03%	348
2026 Q1	$861K	Buy	55,525 +3,446	+7%	+$57.3K	0.02%	538
2025 Q4	$911K	Buy	52,079 +2,212	+4%	+$35.1K	0.02%	496
2025 Q3	$706K	Buy	49,867 +20,595	+70%	+$291K	0.02%	501
2025 Q2	$414K	Buy	29,272 +697	+2%	+$9.21K	0.01%	646
2025 Q1	$352K	Sell	28,575 -1,792	-6%	-$20.1K	0.01%	666
2024 Q4	$309K	Buy	30,367 +12,781	+73%	+$126K	0.01%	722
2024 Q3	$165K	Buy	17,586 +1,417	+9%	+$12.6K	0.01%	962
2024 Q2	$130K	Hold	16,169	–	–	﹤0.01%	899
2024 Q1	$115K	Buy	+16,169	New	+$95.9K	﹤0.01%	839
2023 Q4	–	Sell	-14,387	Closed	-$83.9K	–	883
2023 Q3	$83.9K	Buy	+14,387	New	+$86.9K	﹤0.01%	766
2022 Q3	–	Sell	-11,559	Closed	-$68K	–	632
2022 Q2	$68K	Buy	+11,559	New	+$69.3K	﹤0.01%	553
2020 Q2	–	Sell	-12,945	Closed	-$38K	–	418
2020 Q1	$38K	Buy	+12,945	New	+$68.1K	﹤0.01%	361
2019 Q3	–	Sell	-16,253	Closed	-$99K	–	460
2019 Q2	$99K	Buy	16,253 +178	+1%	+$1.17K	0.01%	417
2019 Q1	$113K	Buy	16,075 +1,209	+8%	+$8.48K	0.01%	383
2018 Q4	$89K	Buy	+14,866	New	+$95.2K	0.01%	363

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

Evergreen Capital Management's NWG Position: Q2 2026 in Review

Evergreen Capital Management increased its NatWest (NWG) stake by 97% in Q2 2026, buying an estimated $867K and bringing the position to 109,439 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #348.

Evergreen Capital Management first reported a position in NWG in Q4 2018 and has held it in 16 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Evergreen Capital Management held 109,439 shares of NatWest worth $1.93M as of Q2 2026.
Evergreen Capital Management bought 53,914 NatWest shares in Q2 2026, an estimated $867K.
NatWest made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #348 holding.
Evergreen Capital Management first reported a position in NatWest in Q4 2018 and has held it in 16 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.