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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
Q2 		$203K Sell
10,504
-762
-7% -$12.3K 0.01% 501
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

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

Evergreen Wealth Solutions's NWG Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its NatWest (NWG) stake by 6.8% in Q2 2026, selling an estimated $12.3K and leaving 10,504 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #501.

Evergreen Wealth Solutions first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Evergreen Wealth Solutions held 10,504 shares of NatWest worth $203K as of Q2 2026.
  • Evergreen Wealth Solutions sold 762 NatWest shares in Q2 2026, an estimated $12.3K.
  • NatWest made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #501 holding.
  • Evergreen Wealth Solutions first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
  • Evergreen Wealth Solutions's NatWest position peaked at $219K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.