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 Q3	$288K	Buy	+15,863	New	+$293K	0.06%	300
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

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

First Affirmative Financial Network's NWG Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in NatWest (NWG) in Q3 2026: 15,863 shares worth $288K. The stake represents 0.06% of the portfolio and ranks #300 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in NWG as recently as Q1 2026.

First Affirmative Financial Network first reported a position in NWG in Q3 2023 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

First Affirmative Financial Network held 15,863 shares of NatWest worth $288K as of Q3 2026.
NatWest was a new First Affirmative Financial Network position in Q3 2026.
NatWest made up 0.06% of First Affirmative Financial Network's portfolio in Q3 2026, its #300 holding.
First Affirmative Financial Network first reported a position in NatWest in Q3 2023 and has held it in 11 quarters since.
102 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.