Evolve Private Wealth’s NatWest NWG Stock Holding History

Evolve Private Wealth’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	$2.46M	Sell	139,387 -190	-0.1%	-$3.05K	0.15%	128
2026 Q1	$2.08M	Buy	139,577 +4,203	+3%	+$69.8K	0.11%	180
2025 Q4	$2.37M	Buy	+135,374	New	+$2.15M	0.14%	132

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

Evolve Private Wealth's NWG Position: Q2 2026 in Review

Evolve Private Wealth reduced its NatWest (NWG) stake by 0.14% in Q2 2026, selling an estimated $3.05K and leaving 139,387 shares worth $2.46M. The position accounts for 0.15% of the portfolio, ranked #128.

Evolve Private Wealth first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Evolve Private Wealth held 139,387 shares of NatWest worth $2.46M as of Q2 2026.
Evolve Private Wealth sold 190 NatWest shares in Q2 2026, an estimated $3.05K.
NatWest made up 0.15% of Evolve Private Wealth's portfolio in Q2 2026, its #128 holding.
Evolve Private Wealth first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.