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Farther Finance Advisors’s NatWest NWG Stock Holding History

Farther Finance 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
Q3 		$608K Buy
33,501
+6,787
+25% +$125K ﹤0.01% 1444
2026
Q2 		$471K Sell
26,714
-3,901
-13% -$62.7K ﹤0.01% 1603
2026
Q1 		$476K Buy
30,615
+27
+0.1% +$449 ﹤0.01% 1429
2025
Q4 		$535K Buy
30,588
+19,778
+183% +$314K 0.01% 1261
2025
Q3 		$153K Buy
10,810
+8,777
+432% +$124K ﹤0.01% 1765
2025
Q2 		$28.8K Buy
2,033
+71
+4% +$939 ﹤0.01% 2447
2025
Q1 		$23.5K Buy
1,962
+149
+8% +$1.67K ﹤0.01% 2308
2024
Q4 		$18.4K Buy
1,813
+1,397
+336% +$13.8K ﹤0.01% 2120
2024
Q3 		$3.89K Sell
416
-6
-1% -$53 ﹤0.01% 2745
2024
Q2 		$3.44K Buy
422
+66
+19% +$512 ﹤0.01% 2561
2024
Q1 		$2.39K Sell
356
-166
-32% -$985 ﹤0.01% 2411
2023
Q4 		$2.94K Buy
522
+425
+438% +$2.26K ﹤0.01% 2253
2023
Q3 		$566 Buy
97
+13
+15% +$79 ﹤0.01% 2234
2023
Q2 		$514 Hold
84
– – ﹤0.01% 2147
2023
Q1 		$554 Hold
84
– – ﹤0.01% 1980
2022
Q4 		$543 Buy
+84
New +$492 ﹤0.01% 1819

Other funds holding NWG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Farther Finance Advisors's NWG Position: Q3 2026 in Review

Farther Finance Advisors increased its NatWest (NWG) stake by 25% in Q3 2026, buying an estimated $125K and bringing the position to 33,501 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Farther Finance Advisors first reported a position in NWG in Q4 2022 and has held it in 16 quarters since. 20 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Farther Finance Advisors held 33,501 shares of NatWest worth $608K as of Q3 2026.
  • Farther Finance Advisors bought 6,787 NatWest shares in Q3 2026, an estimated $125K.
  • NatWest made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1444 holding.
  • Farther Finance Advisors first reported a position in NatWest in Q4 2022 and has held it in 16 quarters since.
  • 20 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.