Hardy Reed’s NatWest NWG Stock Holding History

Hardy Reed’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	$394K	Buy	22,321 +33	+0.1%	+$531	0.03%	177
2026 Q1	$332K	Sell	22,288 -21	-0.1%	-$349	0.02%	178
2025 Q4	$390K	Sell	22,309 -675	-3%	-$10.7K	0.03%	166
2025 Q3	$325K	Buy	22,984 +1,228	+6%	+$17.3K	0.02%	186
2025 Q2	$308K	Buy	21,756 +9,025	+71%	+$119K	0.02%	184
2025 Q1	$152K	Buy	+12,731	New	+$143K	0.01%	234

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hardy Reed's NWG Position: Q2 2026 in Review

Hardy Reed increased its NatWest (NWG) stake by 0.15% in Q2 2026, buying an estimated $531 and bringing the position to 22,321 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #177.

Hardy Reed first reported a position in NWG in Q1 2025 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Hardy Reed held 22,321 shares of NatWest worth $394K as of Q2 2026.
Hardy Reed bought 33 NatWest shares in Q2 2026, an estimated $531.
NatWest made up 0.03% of Hardy Reed's portfolio in Q2 2026, its #177 holding.
Hardy Reed first reported a position in NatWest in Q1 2025 and has held it in 6 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.