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IEQ Capital’s NatWest NWG Stock Holding History

IEQ Capital’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 		$1.34M Buy
75,855
+6,326
+9% +$102K 0.01% 985
2026
Q1 		$1.04M Buy
69,529
+8,628
+14% +$143K ﹤0.01% 1035
2025
Q4 		$1.07M Buy
60,901
+4,643
+8% +$73.6K ﹤0.01% 1022
2025
Q3 		$796K Buy
56,258
+23,417
+71% +$330K ﹤0.01% 1098
2025
Q2 		$465K Buy
32,841
+5,811
+21% +$76.8K ﹤0.01% 1195
2025
Q1 		$322K Buy
27,030
+10,483
+63% +$118K ﹤0.01% 1156
2024
Q4 		$168K Buy
16,547
+787
+5% +$7.79K ﹤0.01% 1229
2024
Q3 		$148K Buy
15,760
+3,010
+24% +$26.8K ﹤0.01% 1085
2024
Q2 		$102K Buy
+12,750
New +$99K ﹤0.01% 953
2023
Q1 		– Sell
-11,956
Closed -$77.2K – 905
2022
Q4 		$77.2K Sell
11,956
-963
-7% -$5.64K ﹤0.01% 782
2022
Q3 		$64K Sell
12,919
-97
-0.7% -$597 ﹤0.01% 818
2022
Q2 		$76K Buy
13,016
+2,356
+22% +$14.1K ﹤0.01% 776
2022
Q1 		$65K Buy
+10,660
New +$71.9K ﹤0.01% 798
2021
Q1 		– Sell
-287,857
Closed -$1.4M – 492
2020
Q4 		$1.4M Buy
+287,857
New +$1.15M 0.06% 145

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

IEQ Capital's NWG Position: Q2 2026 in Review

IEQ Capital increased its NatWest (NWG) stake by 9.1% in Q2 2026, buying an estimated $102K and bringing the position to 75,855 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #985.

IEQ Capital first reported a position in NWG in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.4M in Q4 2020. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • IEQ Capital held 75,855 shares of NatWest worth $1.34M as of Q2 2026.
  • IEQ Capital bought 6,326 NatWest shares in Q2 2026, an estimated $102K.
  • NatWest made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #985 holding.
  • IEQ Capital first reported a position in NatWest in Q4 2020 and has held it in 14 quarters since.
  • IEQ Capital's NatWest position peaked at $1.4M in Q4 2020.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.