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Evergreen Wealth Solutions’s NatWest NWG Stock Holding History

Evergreen Wealth Solutions’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
Q1 		$168K Sell
11,266
-1,247
-10% -$20.7K 0.01% 398
2025
Q4 		$219K Sell
12,513
-272
-2% -$4.31K 0.03% 203
2025
Q3 		$181K Buy
+12,785
New +$180K 0.1% 124

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Wealth Solutions's NWG Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its NatWest (NWG) stake by 10% in Q1 2026, selling an estimated $20.7K and leaving 11,266 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #398.

Evergreen Wealth Solutions first reported a position in NWG in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Evergreen Wealth Solutions held 11,266 shares of NatWest worth $168K as of Q1 2026.
  • Evergreen Wealth Solutions sold 1,247 NatWest shares in Q1 2026, an estimated $20.7K.
  • NatWest made up 0.01% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #398 holding.
  • Evergreen Wealth Solutions first reported a position in NatWest in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's NatWest position peaked at $219K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.