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Hoxton Planning & Management’s NatWest NWG Stock Holding History

Hoxton Planning & 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
Q1 		– Sell
-10,066
Closed -$176K – 226
2025
Q4 		$176K Hold
10,066
– – 0.05% 215
2025
Q3 		$142K Buy
+10,066
New +$142K 0.05% 216

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoxton Planning & Management's NWG Position: Q1 2026 in Review

Hoxton Planning & Management sold out of NatWest (NWG) in Q1 2026, closing a stake of 10,066 shares — an estimated $176K sold.

Hoxton Planning & Management first reported a position in NWG in Q3 2025 and held it in 2 quarters. The position peaked at $176K in Q4 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Hoxton Planning & Management reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 10,066 NatWest shares in Q1 2026, an estimated $176K.
  • Hoxton Planning & Management first reported a position in NatWest in Q3 2025 and held it in 2 quarters.
  • Hoxton Planning & Management's NatWest position peaked at $176K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Hoxton Planning & Management's 13F filing for Q1 2026, filed 20 Apr 2026.