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Innovative Asset Advisors Group’s NatWest NWG Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-625
Closed -$9.31K – 778
2026
Q1 		$9.31K Buy
+625
New +$10.4K 0.01% 663

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

Innovative Asset Advisors Group's NWG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of NatWest (NWG) in Q2 2026, closing a stake of 625 shares — an estimated $9.31K sold.

Innovative Asset Advisors Group first reported a position in NWG in Q1 2026 and held it in 1 quarter. The position peaked at $9.31K in Q1 2026. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 625 NatWest shares in Q2 2026, an estimated $9.31K.
  • Innovative Asset Advisors Group first reported a position in NatWest in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's NatWest position peaked at $9.31K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.