HUB Investment Partners’s NatWest NWG Stock Holding History

HUB Investment Partners’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	$443K	Buy	25,152 +1,684	+7%	+$27.1K	0.01%	777
2026 Q1	$350K	Buy	23,468 +1,603	+7%	+$26.6K	0.01%	730
2025 Q4	$383K	Buy	21,865 +77	+0.4%	+$1.22K	0.01%	576
2025 Q3	$308K	Buy	21,788 +1,562	+8%	+$22K	0.01%	536
2025 Q2	$286K	Buy	20,226 +1,535	+8%	+$20.3K	0.01%	527
2025 Q1	$223K	Sell	18,691 -966	-5%	-$10.8K	0.01%	527
2024 Q4	$200K	Buy	19,657 +1,807	+10%	+$17.9K	0.01%	509
2024 Q3	$167K	Buy	17,850 +268	+2%	+$2.38K	0.01%	491
2024 Q2	$141K	Buy	17,582 +3,805	+28%	+$29.5K	0.01%	460
2024 Q1	$93.7K	Buy	+13,777	New	+$81.7K	0.01%	462

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

HUB Investment Partners's NWG Position: Q2 2026 in Review

HUB Investment Partners increased its NatWest (NWG) stake by 7.2% in Q2 2026, buying an estimated $27.1K and bringing the position to 25,152 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #777.

HUB Investment Partners first reported a position in NWG in Q1 2024 and has held it in 10 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

HUB Investment Partners held 25,152 shares of NatWest worth $443K as of Q2 2026.
HUB Investment Partners bought 1,684 NatWest shares in Q2 2026, an estimated $27.1K.
NatWest made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #777 holding.
HUB Investment Partners first reported a position in NatWest in Q1 2024 and has held it in 10 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.