IMA Advisory Services’s NatWest NWG Stock Holding History

IMA Advisory Services’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	$20K	Buy	1,132 +856	+310%	+$13.8K	﹤0.01%	628
2026 Q1	$4.28K	Sell	276 -17	-6%	-$282	﹤0.01%	443
2025 Q4	$5.13K	Buy	+293	New	+$4.64K	﹤0.01%	419

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

IMA Advisory Services's NWG Position: Q2 2026 in Review

IMA Advisory Services increased its NatWest (NWG) stake by 310% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,132 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

IMA Advisory Services first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

IMA Advisory Services held 1,132 shares of NatWest worth $20K as of Q2 2026.
IMA Advisory Services bought 856 NatWest shares in Q2 2026, an estimated $13.8K.
NatWest made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #628 holding.
IMA Advisory Services first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.