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BFC Planning, Inc.’s NatWest NWG Stock Holding History

BFC Planning, Inc.’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 		$24.1K Buy
1,369
+971
+244% +$15.6K ﹤0.01% 1919
2026
Q1 		$5.93K Sell
398
-1,684
-81% -$28K ﹤0.01% 2244
2025
Q4 		$36.4K Buy
2,082
+612
+42% +$9.7K ﹤0.01% 1497
2025
Q3 		$20.8K Sell
1,470
-285
-16% -$4.02K ﹤0.01% 1558
2025
Q2 		$24.8K Buy
1,755
+1,454
+483% +$19.2K ﹤0.01% 1406
2025
Q1 		$3.59K Buy
+301
New +$3.37K ﹤0.01% 2137

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $89B AUM 37.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BFC Planning, Inc.'s NWG Position: Q2 2026 in Review

BFC Planning, Inc. increased its NatWest (NWG) stake by 244% in Q2 2026, buying an estimated $15.6K and bringing the position to 1,369 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

BFC Planning, Inc. first reported a position in NWG in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.4K in Q4 2025. 429 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • BFC Planning, Inc. held 1,369 shares of NatWest worth $24.1K as of Q2 2026.
  • BFC Planning, Inc. bought 971 NatWest shares in Q2 2026, an estimated $15.6K.
  • NatWest made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1919 holding.
  • BFC Planning, Inc. first reported a position in NatWest in Q1 2025 and has held it in 6 quarters since.
  • BFC Planning, Inc.'s NatWest position peaked at $36.4K in Q4 2025.
  • 429 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.