GFG
NWG icon

Goldstone Financial Group’s NatWest NWG Stock Holding History

Goldstone Financial Group’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 		$758K Sell
43,014
-3,757
-8% -$60.4K 0.07% 149
2026
Q1 		$697K Sell
46,771
-11,287
-19% -$188K 0.08% 143
2025
Q4 		$1.02M Buy
58,058
+2,955
+5% +$46.8K 0.11% 110
2025
Q3 		$780K Buy
55,103
+10,837
+24% +$153K 0.09% 134
2025
Q2 		$595K Buy
44,266
+1,683
+4% +$22.2K 0.08% 144
2025
Q1 		$508K Sell
42,583
-40
-0.1% -$448 0.08% 134
2024
Q4 		$433K Buy
42,623
+10,634
+33% +$105K 0.07% 136
2024
Q3 		$299K Buy
31,989
+1,317
+4% +$11.7K 0.05% 152
2024
Q2 		$246K Buy
30,672
+1,142
+4% +$8.87K 0.05% 161
2024
Q1 		$201K Buy
29,530
+2,301
+8% +$13.7K 0.05% 165
2023
Q4 		$153K Buy
27,229
+5,942
+28% +$31.6K 0.04% 159
2023
Q3 		$124K Sell
21,287
-2,294
-10% -$13.9K 0.04% 150
2023
Q2 		$144K Buy
+23,581
New +$155K 0.04% 162

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

Goldstone Financial Group's NWG Position: Q2 2026 in Review

Goldstone Financial Group reduced its NatWest (NWG) stake by 8% in Q2 2026, selling an estimated $60.4K and leaving 43,014 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #149.

Goldstone Financial Group first reported a position in NWG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Goldstone Financial Group held 43,014 shares of NatWest worth $758K as of Q2 2026.
  • Goldstone Financial Group sold 3,757 NatWest shares in Q2 2026, an estimated $60.4K.
  • NatWest made up 0.07% of Goldstone Financial Group's portfolio in Q2 2026, its #149 holding.
  • Goldstone Financial Group first reported a position in NatWest in Q2 2023 and has held it in 13 quarters since.
  • Goldstone Financial Group's NatWest position peaked at $1.02M in Q4 2025.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.