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HB Wealth Management’s NatWest NWG Stock Holding History

HB Wealth Management’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 		$545K Buy
30,893
+2,531
+9% +$40.7K ﹤0.01% 1057
2026
Q1 		$423K Buy
28,362
+524
+2% +$8.71K ﹤0.01% 1051
2025
Q4 		$487K Buy
27,838
+1,491
+6% +$23.6K ﹤0.01% 916
2025
Q3 		$373K Buy
26,347
+6,888
+35% +$97.2K ﹤0.01% 980
2025
Q2 		$275K Sell
19,459
-4,911
-20% -$64.9K ﹤0.01% 976
2025
Q1 		$290K Buy
24,370
+6,407
+36% +$71.8K ﹤0.01% 983
2024
Q4 		$183K Buy
+17,963
New +$178K ﹤0.01% 990

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

HB Wealth Management's NWG Position: Q2 2026 in Review

HB Wealth Management increased its NatWest (NWG) stake by 8.9% in Q2 2026, buying an estimated $40.7K and bringing the position to 30,893 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

HB Wealth Management first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • HB Wealth Management held 30,893 shares of NatWest worth $545K as of Q2 2026.
  • HB Wealth Management bought 2,531 NatWest shares in Q2 2026, an estimated $40.7K.
  • NatWest made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1057 holding.
  • HB Wealth Management first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.