Insigneo Advisory Services’s NatWest NWG Stock Holding History

Insigneo 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 Q1	–	Sell	-10,884	Closed	-$190K	–	802
2025 Q4	$190K	Sell	10,884 -561	-5%	-$8.89K	0.01%	663
2025 Q3	$162K	Sell	11,445 -273	-2%	-$3.85K	0.01%	652
2025 Q2	$166K	Buy	+11,718	New	+$155K	0.01%	583

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Insigneo Advisory Services's NWG Position: Q1 2026 in Review

Insigneo Advisory Services sold out of NatWest (NWG) in Q1 2026, closing a stake of 10,884 shares — an estimated $190K sold.

Insigneo Advisory Services first reported a position in NWG in Q2 2025 and held it in 3 quarters. The position peaked at $190K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Insigneo Advisory Services reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 10,884 NatWest shares in Q1 2026, an estimated $190K.
Insigneo Advisory Services first reported a position in NatWest in Q2 2025 and held it in 3 quarters.
Insigneo Advisory Services's NatWest position peaked at $190K in Q4 2025.
410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.