GeoWealth Management’s NatWest NWG Stock Holding History

GeoWealth Management’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	$1.27M	Buy	72,046 +8,607	+14%	+$138K	0.04%	269
2026 Q1	$945K	Buy	63,439 +35,255	+125%	+$586K	0.03%	304
2025 Q4	$493K	Buy	28,184 +7,015	+33%	+$111K	0.02%	441
2025 Q3	$300K	Sell	21,169 -1,199	-5%	-$16.9K	0.01%	592
2025 Q2	$317K	Sell	22,368 -80	-0.4%	-$1.06K	0.01%	530
2025 Q1	$268K	Sell	22,448 -14,884	-40%	-$167K	0.01%	580
2024 Q4	$380K	Sell	37,332 -805	-2%	-$7.97K	0.01%	550
2024 Q3	$357K	Sell	38,137 -11,934	-24%	-$106K	0.01%	557
2024 Q2	$402K	Buy	50,071 +23,008	+85%	+$179K	0.02%	493
2024 Q1	$184K	Buy	27,063 +6,969	+35%	+$41.3K	0.01%	705
2023 Q4	$113K	Buy	+20,094	New	+$107K	0.01%	579

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

GeoWealth Management's NWG Position: Q2 2026 in Review

GeoWealth Management increased its NatWest (NWG) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 72,046 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #269.

GeoWealth Management first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

GeoWealth Management held 72,046 shares of NatWest worth $1.27M as of Q2 2026.
GeoWealth Management bought 8,607 NatWest shares in Q2 2026, an estimated $138K.
NatWest made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #269 holding.
GeoWealth Management first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.