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Global Retirement Partners’s NatWest NWG Stock Holding History

Global Retirement Partners’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 		$1.9M Buy
+107,767
New +$1.73M 0.03% 507
2025
Q4 		$304K Sell
17,398
-1,986
-10% -$31.5K 0.01% 1234
2025
Q3 		$274K Sell
19,384
-1,701
-8% -$24K 0.01% 1018
2025
Q2 		$298K Buy
+21,085
New +$279K 0.01% 918
2024
Q4 		$130K Sell
12,821
-6,391
-33% -$63.3K ﹤0.01% 1145
2024
Q3 		$180K Buy
19,212
+15,647
+439% +$139K 0.01% 951
2024
Q2 		$28.6K Buy
3,565
+3,034
+571% +$23.6K ﹤0.01% 1814
2024
Q1 		$3.61K Sell
531
-273
-34% -$1.62K ﹤0.01% 2531
2023
Q4 		$4.26K Buy
804
+253
+46% +$1.34K ﹤0.01% 2388
2023
Q3 		$3.06K Hold
551
– – ﹤0.01% 2366
2023
Q2 		$3.37K Hold
551
– – ﹤0.01% 2350
2023
Q1 		$3.5K Buy
551
+217
+65% +$1.53K ﹤0.01% 2294
2022
Q4 		$2.16K Sell
334
-122
-27% -$715 ﹤0.01% 2334
2022
Q3 		$2K Sell
456
-514
-53% -$3.17K ﹤0.01% 2277
2022
Q2 		$6K Hold
970
– – ﹤0.01% 1833
2022
Q1 		$6K Buy
+970
New +$6.54K ﹤0.01% 1833
2021
Q4 		– Sell
-431
Closed -$3K – 1270
2021
Q3 		$3K Buy
+431
New +$2.68K ﹤0.01% 1763

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 $88.9B AUM 38.03% 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

Global Retirement Partners's NWG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NatWest (NWG) in Q2 2026: 107,767 shares worth $1.9M. The stake represents 0.03% of the portfolio and ranks #507 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NWG as recently as Q4 2025.

Global Retirement Partners first reported a position in NWG in Q3 2021 and has held it in 17 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Global Retirement Partners held 107,767 shares of NatWest worth $1.9M as of Q2 2026.
  • NatWest was a new Global Retirement Partners position in Q2 2026.
  • NatWest made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #507 holding.
  • Global Retirement Partners first reported a position in NatWest in Q3 2021 and has held it in 17 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.