HighMark Wealth Management’s NatWest NWG Stock Holding History

HighMark 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	$3.76K	Sell	213 -89	-29%	-$1.43K	﹤0.01%	421
2026 Q1	$4.5K	Hold	302	–	–	﹤0.01%	394
2025 Q4	$5.28K	Hold	302	–	–	﹤0.01%	395
2025 Q3	$4.27K	Buy	302 +3	+1%	+$42	﹤0.01%	416
2025 Q2	$4.24K	Sell	299 -19	-6%	-$251	﹤0.01%	412
2025 Q1	$3.79K	Hold	318	–	–	﹤0.01%	396
2024 Q4	$3.23K	Buy	+318	New	+$3.15K	﹤0.01%	414

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

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

HighMark Wealth Management reduced its NatWest (NWG) stake by 29% in Q2 2026, selling an estimated $1.43K and leaving 213 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

HighMark Wealth Management first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.28K in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

HighMark Wealth Management held 213 shares of NatWest worth $3.76K as of Q2 2026.
HighMark Wealth Management sold 89 NatWest shares in Q2 2026, an estimated $1.43K.
NatWest made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #421 holding.
HighMark Wealth Management first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
HighMark Wealth Management's NatWest position peaked at $5.28K in Q4 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.