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Gibbs Wealth Management’s NatWest NWG Stock Holding History

Gibbs Wealth 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
Q1 		$242K Buy
16,257
+5,093
+46% +$84.6K 0.03% 408
2025
Q4 		$193K Sell
11,164
-606
-5% -$9.61K 0.05% 318
2025
Q3 		$167K Sell
11,770
-3,203
-21% -$45.2K 0.04% 325
2025
Q2 		$212K Buy
+14,973
New +$198K 0.04% 345

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gibbs Wealth Management's NWG Position: Q1 2026 in Review

Gibbs Wealth Management increased its NatWest (NWG) stake by 46% in Q1 2026, buying an estimated $84.6K and bringing the position to 16,257 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #408.

Gibbs Wealth Management first reported a position in NWG in Q2 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Gibbs Wealth Management held 16,257 shares of NatWest worth $242K as of Q1 2026.
  • Gibbs Wealth Management bought 5,093 NatWest shares in Q1 2026, an estimated $84.6K.
  • NatWest made up 0.03% of Gibbs Wealth Management's portfolio in Q1 2026, its #408 holding.
  • Gibbs Wealth Management first reported a position in NatWest in Q2 2025 and has held it in 4 quarters since.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.