Five Oceans Advisors’s NatWest NWG Stock Holding History

Five Oceans 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	$224K	Hold	12,684	–	–	0.07%	189
2026 Q1	$189K	Hold	12,684	–	–	0.07%	191
2025 Q4	$222K	Hold	12,684	–	–	0.08%	167
2025 Q3	$179K	Hold	12,684	–	–	0.07%	185
2025 Q2	$179K	Hold	12,684	–	–	0.08%	186
2025 Q1	$151K	Hold	12,684	–	–	0.07%	173
2024 Q4	$129K	Buy	12,684 +1,358	+12%	+$13.4K	0.06%	175
2024 Q3	$106K	Buy	11,326 +360	+3%	+$3.2K	0.05%	194
2024 Q2	$88.1K	Sell	10,966 -8	-0.1%	-$62	0.05%	176
2024 Q1	$74.6K	Hold	10,974	–	–	0.04%	194
2023 Q4	$61.8K	Buy	+10,974	New	+$58.3K	0.03%	171
2021 Q4	–	Sell	-12,972	Closed	-$85K	–	115
2021 Q3	$85K	Buy	+12,972	New	+$80.7K	0.1%	92

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

Five Oceans Advisors's NWG Position: Q2 2026 in Review

Five Oceans Advisors held its NatWest (NWG) position steady in Q2 2026 at 12,684 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #189.

Five Oceans Advisors first reported a position in NWG in Q3 2021 and has held it in 12 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Five Oceans Advisors held 12,684 shares of NatWest worth $224K as of Q2 2026.
Five Oceans Advisors left its NatWest share count unchanged in Q2 2026.
NatWest made up 0.07% of Five Oceans Advisors's portfolio in Q2 2026, its #189 holding.
Five Oceans Advisors first reported a position in NatWest in Q3 2021 and has held it in 12 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.