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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
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

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

Gradient Investments's NWG Position: Q2 2026 in Review

Gradient Investments increased its NatWest (NWG) stake by 5.8% in Q2 2026, buying an estimated $307K and bringing the position to 349,922 shares worth $6.17M. The position accounts for 0.09% of the portfolio, ranked #174.

Gradient Investments first reported a position in NWG in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Gradient Investments held 349,922 shares of NatWest worth $6.17M as of Q2 2026.
  • Gradient Investments bought 19,103 NatWest shares in Q2 2026, an estimated $307K.
  • NatWest made up 0.09% of Gradient Investments's portfolio in Q2 2026, its #174 holding.
  • Gradient Investments first reported a position in NatWest in Q1 2026 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.