GC Wealth Management RIA’s NatWest NWG Stock Holding History

GC Wealth Management RIA’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	$1.25M	Buy	70,975 +9,119	+15%	+$147K	0.07%	194
2026 Q1	$922K	Buy	61,856 +35,543	+135%	+$591K	0.04%	251
2025 Q4	$460K	Buy	26,313 +5,746	+28%	+$91.1K	0.02%	375
2025 Q3	$291K	Buy	20,567 +943	+5%	+$13.3K	0.01%	714
2025 Q2	$278K	Buy	19,624 +988	+5%	+$13.1K	0.02%	454
2025 Q1	$222K	Sell	18,636 -12,896	-41%	-$145K	0.04%	289
2024 Q4	$321K	Sell	31,532 -4,352	-12%	-$43.1K	0.06%	230
2024 Q3	$336K	Sell	35,884 -10,174	-22%	-$90.5K	0.06%	238
2024 Q2	$370K	Buy	46,058 +18,995	+70%	+$147K	0.07%	203
2024 Q1	$184K	Buy	27,063 +6,969	+35%	+$41.3K	0.04%	268
2023 Q4	$113K	Buy	+20,094	New	+$107K	0.05%	219

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

GC Wealth Management RIA's NWG Position: Q2 2026 in Review

GC Wealth Management RIA increased its NatWest (NWG) stake by 15% in Q2 2026, buying an estimated $147K and bringing the position to 70,975 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #194.

GC Wealth Management RIA first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

GC Wealth Management RIA held 70,975 shares of NatWest worth $1.25M as of Q2 2026.
GC Wealth Management RIA bought 9,119 NatWest shares in Q2 2026, an estimated $147K.
NatWest made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #194 holding.
GC Wealth Management RIA first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.