First Affirmative Financial Network’s NatWest NWG Stock Holding History

First Affirmative Financial Network’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 Q1	$249K	Buy	+16,691	New	+$277K	0.1%	255
2025 Q3	$255K	Buy	18,050 +632	+4%	+$8.92K	0.12%	214
2025 Q2	$246K	Buy	17,418 +2,965	+21%	+$39.2K	0.13%	214
2025 Q1	$172K	Buy	14,453 +2,020	+16%	+$22.6K	0.11%	243
2024 Q4	$126K	Buy	12,433 +558	+5%	+$5.52K	0.07%	247
2024 Q3	$111K	Sell	11,875 -3,698	-24%	-$32.9K	0.06%	269
2024 Q2	$125K	Sell	15,573 -273	-2%	-$2.12K	0.09%	241
2024 Q1	$108K	Buy	15,846 +923	+6%	+$5.48K	0.08%	235
2023 Q4	$84K	Sell	14,923 -284	-2%	-$1.51K	0.07%	231
2023 Q3	$88.7K	Buy	+15,207	New	+$91.9K	0.09%	199

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Affirmative Financial Network's NWG Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in NatWest (NWG) in Q1 2026: 16,691 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #255 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in NWG as recently as Q3 2025.

First Affirmative Financial Network first reported a position in NWG in Q3 2023 and has held it in 10 quarters since. The position peaked at $255K in Q3 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

First Affirmative Financial Network held 16,691 shares of NatWest worth $249K as of Q1 2026.
NatWest was a new First Affirmative Financial Network position in Q1 2026.
NatWest made up 0.1% of First Affirmative Financial Network's portfolio in Q1 2026, its #255 holding.
First Affirmative Financial Network first reported a position in NatWest in Q3 2023 and has held it in 10 quarters since.
First Affirmative Financial Network's NatWest position peaked at $255K in Q3 2025.
407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.