GI
NWG icon

Gradient Investments’s NatWest NWG Stock Holding History

Gradient Investments’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
Q3 		$6.13M Sell
337,583
-12,339
-4% -$228K 0.09% 179
2026
Q2 		$6.17M Buy
349,922
+19,103
+6% +$307K 0.09% 174
2026
Q1 		$4.93M Buy
+330,819
New +$5.5M 0.08% 190

Other funds holding NWG

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Gradient Investments's NWG Position: Q3 2026 in Review

Gradient Investments reduced its NatWest (NWG) stake by 3.5% in Q3 2026, selling an estimated $228K and leaving 337,583 shares worth $6.13M. The position accounts for 0.09% of the portfolio, ranked #179.

Gradient Investments first reported a position in NWG in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.17M in Q2 2026. 20 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Gradient Investments held 337,583 shares of NatWest worth $6.13M as of Q3 2026.
  • Gradient Investments sold 12,339 NatWest shares in Q3 2026, an estimated $228K.
  • NatWest made up 0.09% of Gradient Investments's portfolio in Q3 2026, its #179 holding.
  • Gradient Investments first reported a position in NatWest in Q1 2026 and has held it in 3 quarters since.
  • Gradient Investments's NatWest position peaked at $6.17M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.