First Trust Advisors’s NatWest NWG Stock Holding History

First Trust 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 Q2	$4.13M	Sell	234,221 -35,117	-13%	-$565K	﹤0.01%	1689
2026 Q1	$4.01M	Sell	269,338 -21,409	-7%	-$356K	﹤0.01%	1578
2025 Q4	$5.09M	Buy	290,747 +20,031	+7%	+$318K	﹤0.01%	1393
2025 Q3	$3.83M	Buy	270,716 +1,022	+0.4%	+$14.4K	﹤0.01%	1512
2025 Q2	$3.82M	Sell	269,694 -7,094	-3%	-$93.8K	﹤0.01%	1503
2025 Q1	$3.3M	Buy	276,788 +225,655	+441%	+$2.53M	﹤0.01%	1536
2024 Q4	$520K	Buy	51,133 +40,598	+385%	+$402K	﹤0.01%	2239
2024 Q3	$98.6K	Buy	+10,535	New	+$93.7K	﹤0.01%	2346
2022 Q4	–	Sell	-15,432	Closed	-$77K	–	2516
2022 Q3	$77K	Buy	15,432 +1,581	+11%	+$9.73K	﹤0.01%	2445
2022 Q2	$81K	Buy	+13,851	New	+$83K	﹤0.01%	2466
2021 Q4	–	Sell	-23,811	Closed	-$156K	–	2574
2021 Q3	$156K	Sell	23,811 -116	-0.5%	-$722	﹤0.01%	2476
2021 Q2	$145K	Buy	+23,927	New	+$145K	﹤0.01%	2448
2020 Q2	–	Sell	-33,612	Closed	-$98K	–	2434
2020 Q1	$98K	Sell	33,612 -4,234	-11%	-$22.3K	﹤0.01%	2294
2019 Q4	$262K	Buy	37,846 +24,483	+183%	+$153K	﹤0.01%	2302
2019 Q3	$73K	Buy	13,363 +134	+1%	+$744	﹤0.01%	2377
2019 Q2	$81K	Buy	+13,229	New	+$86.6K	﹤0.01%	2402

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

First Trust Advisors's NWG Position: Q2 2026 in Review

First Trust Advisors reduced its NatWest (NWG) stake by 13% in Q2 2026, selling an estimated $565K and leaving 234,221 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

First Trust Advisors first reported a position in NWG in Q2 2019 and has held it in 16 quarters since. The position peaked at $5.09M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

First Trust Advisors held 234,221 shares of NatWest worth $4.13M as of Q2 2026.
First Trust Advisors sold 35,117 NatWest shares in Q2 2026, an estimated $565K.
NatWest made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1689 holding.
First Trust Advisors first reported a position in NatWest in Q2 2019 and has held it in 16 quarters since.
First Trust Advisors's NatWest position peaked at $5.09M in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.