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Greenleaf Trust’s NatWest NWG Stock Holding History

Greenleaf Trust’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 		$218K Buy
12,358
+189
+2% +$3.04K ﹤0.01% 805
2026
Q1 		$181K Sell
12,169
-1,479
-11% -$24.6K ﹤0.01% 786
2025
Q4 		$239K Buy
13,648
+1,609
+13% +$25.5K ﹤0.01% 732
2025
Q3 		$170K Hold
12,039
– – ﹤0.01% 789
2025
Q2 		$170K Buy
12,039
+162
+1% +$2.14K ﹤0.01% 775
2025
Q1 		$142K Hold
11,877
– – ﹤0.01% 784
2024
Q4 		$121K Buy
11,877
+200
+2% +$1.98K ﹤0.01% 795
2024
Q3 		$109K Buy
11,677
+129
+1% +$1.15K ﹤0.01% 818
2024
Q2 		$92.7K Buy
11,548
+34
+0.3% +$264 ﹤0.01% 781
2024
Q1 		$78.3K Buy
+11,514
New +$68.3K ﹤0.01% 767
2022
Q3 		– Sell
-9,564
Closed -$56K – 731
2022
Q2 		$56K Buy
9,564
+55
+0.6% +$330 ﹤0.01% 703
2022
Q1 		$58K Buy
9,509
+168
+2% +$1.13K ﹤0.01% 753
2021
Q4 		$61K Buy
+9,341
New +$60.7K ﹤0.01% 756
2021
Q1 		– Sell
-9,317
Closed -$45K – 716
2020
Q4 		$45K Buy
+9,317
New +$37.2K ﹤0.01% 624
2020
Q3 		– Sell
-17,835
Closed -$59K – 580
2020
Q2 		$59K Buy
17,835
+4,638
+35% +$14.4K ﹤0.01% 546
2020
Q1 		$39K Sell
13,197
-10,095
-43% -$53.1K ﹤0.01% 481
2019
Q4 		$162K Sell
23,292
-5,449
-19% -$34.1K ﹤0.01% 534
2019
Q3 		$158K Buy
28,741
+12,304
+75% +$68.3K ﹤0.01% 534
2019
Q2 		$101K Sell
16,437
-48,773
-75% -$319K ﹤0.01% 535
2019
Q1 		$458K Buy
65,210
+55,022
+540% +$386K 0.01% 280
2018
Q4 		$61K Sell
10,188
-11,976
-54% -$76.7K ﹤0.01% 487
2018
Q3 		$156K Buy
22,164
+6,266
+39% +$44.3K ﹤0.01% 515
2018
Q2 		$116K Buy
15,898
+1,143
+8% +$9.2K ﹤0.01% 501
2018
Q1 		$118K Buy
14,755
+147
+1% +$1.24K ﹤0.01% 448
2017
Q4 		$120K Hold
14,608
– – ﹤0.01% 443
2017
Q3 		$115K Buy
+14,608
New +$106K ﹤0.01% 402

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

Greenleaf Trust's NWG Position: Q2 2026 in Review

Greenleaf Trust increased its NatWest (NWG) stake by 1.6% in Q2 2026, buying an estimated $3.04K and bringing the position to 12,358 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Greenleaf Trust first reported a position in NWG in Q3 2017 and has held it in 26 quarters since. The position peaked at $458K in Q1 2019. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Greenleaf Trust held 12,358 shares of NatWest worth $218K as of Q2 2026.
  • Greenleaf Trust bought 189 NatWest shares in Q2 2026, an estimated $3.04K.
  • NatWest made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #805 holding.
  • Greenleaf Trust first reported a position in NatWest in Q3 2017 and has held it in 26 quarters since.
  • Greenleaf Trust's NatWest position peaked at $458K in Q1 2019.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.