Institute for Wealth Management’s NatWest NWG Stock Holding History

Institute for Wealth Management’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	$22.9K	Buy	+1,300	New	+$20.9K	﹤0.01%	1084
2020 Q3	–	Sell	-9,292	Closed	-$31K	–	436
2020 Q2	$31K	Buy	+9,292	New	+$28.9K	0.01%	426
2019 Q4	–	Sell	-9,532	Closed	-$52K	–	701
2019 Q3	$52K	Sell	9,532 -640	-6%	-$3.55K	0.01%	416
2019 Q2	$62K	Hold	10,172	–	–	0.01%	466
2019 Q1	$71K	Buy	+10,172	New	+$71.4K	0.02%	439
2018 Q1	–	Sell	-15,145	Closed	-$125K	–	357
2017 Q4	$125K	Buy	+15,145	New	+$121K	0.03%	372
2017 Q3	–	Sell	-14,652	Closed	-$103K	–	347
2017 Q2	$103K	Buy	+14,652	New	+$102K	0.03%	401

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

Institute for Wealth Management's NWG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in NatWest (NWG) in Q2 2026: 1,300 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #1084 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NWG as recently as Q2 2020.

Institute for Wealth Management first reported a position in NWG in Q2 2017 and has held it in 7 quarters since. The position peaked at $125K in Q4 2017. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Institute for Wealth Management held 1,300 shares of NatWest worth $22.9K as of Q2 2026.
NatWest was a new Institute for Wealth Management position in Q2 2026.
NatWest made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1084 holding.
Institute for Wealth Management first reported a position in NatWest in Q2 2017 and has held it in 7 quarters since.
Institute for Wealth Management's NatWest position peaked at $125K in Q4 2017.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.