EWA
NWG icon

EverSource Wealth Advisors’s NatWest NWG Stock Holding History

EverSource Wealth Advisors’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 		$207K Sell
11,756
-6,489
-36% -$104K 0.01% 982
2026
Q1 		$272K Buy
18,245
+4,792
+36% +$79.6K 0.01% 893
2025
Q4 		$235K Sell
13,453
-1,160
-8% -$18.4K 0.01% 870
2025
Q3 		$207K Buy
14,613
+2,323
+19% +$32.8K 0.01% 890
2025
Q2 		$174K Buy
12,290
+6,575
+115% +$86.9K 0.01% 919
2025
Q1 		$68.1K Buy
5,715
+559
+11% +$6.27K ﹤0.01% 1081
2024
Q4 		$52.4K Buy
5,156
+641
+14% +$6.34K ﹤0.01% 1167
2024
Q3 		$42.3K Buy
4,515
+502
+13% +$4.47K ﹤0.01% 1136
2024
Q2 		$38.3K Buy
4,013
+1,259
+46% +$9.77K ﹤0.01% 1216
2024
Q1 		$21.2K Buy
2,754
+525
+24% +$3.12K ﹤0.01% 1330
2023
Q4 		$12.5K Buy
2,229
+1,713
+332% +$9.1K ﹤0.01% 1457
2023
Q3 		$3K Buy
516
+347
+205% +$2.1K ﹤0.01% 1886
2023
Q2 		$1.03K Hold
169
– – ﹤0.01% 2212
2023
Q1 		$1.11K Sell
169
-301
-64% -$2.13K ﹤0.01% 2084
2022
Q4 		$3.04K Sell
470
-4,096
-90% -$24K ﹤0.01% 1785
2022
Q3 		$23K Buy
4,566
+3,253
+248% +$20K 0.01% 856
2022
Q2 		$8K Sell
1,313
-37
-3% -$222 ﹤0.01% 1119
2022
Q1 		$8K Buy
1,350
+793
+142% +$5.35K ﹤0.01% 1084
2021
Q4 		$4K Buy
+557
New +$3.62K ﹤0.01% 1349

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

EverSource Wealth Advisors's NWG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NatWest (NWG) stake by 36% in Q2 2026, selling an estimated $104K and leaving 11,756 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #982.

EverSource Wealth Advisors first reported a position in NWG in Q4 2021 and has held it in 19 quarters since. The position peaked at $272K in Q1 2026. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • EverSource Wealth Advisors held 11,756 shares of NatWest worth $207K as of Q2 2026.
  • EverSource Wealth Advisors sold 6,489 NatWest shares in Q2 2026, an estimated $104K.
  • NatWest made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #982 holding.
  • EverSource Wealth Advisors first reported a position in NatWest in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's NatWest position peaked at $272K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.