Financial Consulate’s NatWest NWG Stock Holding History

Financial Consulate’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	$3.95K	Buy	224 +56	+33%	+$900	﹤0.01%	888
2026 Q1	$2.52K	Buy	168 +117	+229%	+$1.94K	﹤0.01%	937
2025 Q4	$893	Buy	+51	New	+$808	﹤0.01%	1038

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

Financial Consulate's NWG Position: Q2 2026 in Review

Financial Consulate increased its NatWest (NWG) stake by 33% in Q2 2026, buying an estimated $900 and bringing the position to 224 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Financial Consulate 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.

Financial Consulate held 224 shares of NatWest worth $3.95K as of Q2 2026.
Financial Consulate bought 56 NatWest shares in Q2 2026, an estimated $900.
NatWest made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #888 holding.
Financial Consulate 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 Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.