Focus Partners Wealth’s NatWest NWG Stock Holding History

Focus Partners Wealth’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	$3.35M	Buy	189,790 +16,322	+9%	+$262K	﹤0.01%	1127
2026 Q1	$2.61M	Buy	173,468 +19,879	+13%	+$330K	﹤0.01%	1195
2025 Q4	$2.69M	Buy	153,589 +41,610	+37%	+$660K	﹤0.01%	1201
2025 Q3	$1.58M	Buy	111,979 +60,500	+118%	+$854K	﹤0.01%	1104
2025 Q2	$728K	Buy	51,479 +27,228	+112%	+$360K	﹤0.01%	1274
2025 Q1	$290K	Buy	24,251 +10,034	+71%	+$112K	﹤0.01%	1587
2024 Q4	$145K	Buy	+14,217	New	+$141K	﹤0.01%	1767

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

Focus Partners Wealth's NWG Position: Q2 2026 in Review

Focus Partners Wealth increased its NatWest (NWG) stake by 9.4% in Q2 2026, buying an estimated $262K and bringing the position to 189,790 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Focus Partners Wealth first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Focus Partners Wealth held 189,790 shares of NatWest worth $3.35M as of Q2 2026.
Focus Partners Wealth bought 16,322 NatWest shares in Q2 2026, an estimated $262K.
NatWest made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1127 holding.
Focus Partners Wealth first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.