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Guggenheim Capital’s NatWest NWG Stock Holding History

Guggenheim Capital’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 		$967K Sell
54,846
-2,772
-5% -$44.6K 0.01% 1035
2026
Q1 		$859K Buy
57,618
+12,445
+28% +$207K 0.01% 1038
2025
Q4 		$791K Buy
45,173
+6,902
+18% +$109K 0.01% 1056
2025
Q3 		$542K Buy
38,271
+10,163
+36% +$143K ﹤0.01% 1149
2025
Q2 		$398K Buy
28,108
+7,412
+36% +$98K ﹤0.01% 1291
2025
Q1 		$247K Buy
20,696
+3,180
+18% +$35.6K ﹤0.01% 1475
2024
Q4 		$178K Buy
17,516
+5,116
+41% +$50.6K ﹤0.01% 1609
2024
Q3 		$116K Buy
+12,400
New +$110K ﹤0.01% 1821
2021
Q2 		– Sell
-10,738
Closed -$62K – 2218
2021
Q1 		$62K Sell
10,738
-8,362
-44% -$43.2K ﹤0.01% 2128
2020
Q4 		$93K Sell
19,100
-7,148
-27% -$28.6K ﹤0.01% 2024
2020
Q3 		$76K Sell
26,248
-8,813
-25% -$27.3K ﹤0.01% 1885
2020
Q2 		$115K Buy
35,061
+6,202
+21% +$19.3K ﹤0.01% 1814
2020
Q1 		$85K Buy
28,859
+7,777
+37% +$40.9K ﹤0.01% 1760
2019
Q4 		$146K Buy
21,082
+8,942
+74% +$56K ﹤0.01% 2026
2019
Q3 		$67K Buy
+12,140
New +$67.4K ﹤0.01% 2077
2016
Q2 		– Sell
-1,787
Closed -$12K – 2913
2016
Q1 		$12K Buy
1,787
+980
+121% +$7.43K ﹤0.01% 2859
2015
Q4 		$8K Sell
807
-697
-46% -$7.09K ﹤0.01% 2948
2015
Q3 		$15K Sell
1,504
-232
-13% -$2.6K ﹤0.01% 2911
2015
Q2 		$21K Sell
1,736
-1,078
-38% -$12.5K ﹤0.01% 2994
2015
Q1 		$31K Sell
2,814
-2,646
-48% -$32.1K ﹤0.01% 2969
2014
Q4 		$71K Buy
+5,460
New +$69.9K ﹤0.01% 2884
2014
Q1 		– Sell
-17,931
Closed -$219K – 3339
2013
Q4 		$219K Buy
+17,931
New +$215K ﹤0.01% 2806

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

Guggenheim Capital's NWG Position: Q2 2026 in Review

Guggenheim Capital reduced its NatWest (NWG) stake by 4.8% in Q2 2026, selling an estimated $44.6K and leaving 54,846 shares worth $967K. The position accounts for 0.01% of the portfolio, ranked #1035.

Guggenheim Capital first reported a position in NWG in Q4 2013 and has held it in 22 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Guggenheim Capital held 54,846 shares of NatWest worth $967K as of Q2 2026.
  • Guggenheim Capital sold 2,772 NatWest shares in Q2 2026, an estimated $44.6K.
  • NatWest made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1035 holding.
  • Guggenheim Capital first reported a position in NatWest in Q4 2013 and has held it in 22 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.