Integrated Wealth Concepts
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Integrated Wealth Concepts’s NatWest NWG Stock Holding History

Integrated Wealth Concepts’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 		$837K Buy
47,475
+8,761
+23% +$141K 0.01% 1334
2026
Q1 		$577K Buy
38,714
+3,023
+8% +$50.2K ﹤0.01% 1453
2025
Q4 		$625K Buy
35,691
+1,395
+4% +$22.1K 0.01% 988
2025
Q3 		$485K Sell
34,296
-11,750
-26% -$166K ﹤0.01% 1361
2025
Q2 		$652K Buy
46,046
+10,696
+30% +$141K 0.01% 1131
2025
Q1 		$421K Sell
35,350
-521
-1% -$5.84K ﹤0.01% 1226
2024
Q4 		$365K Buy
35,871
+1,473
+4% +$14.6K ﹤0.01% 1268
2024
Q3 		$322K Buy
34,398
+487
+1% +$4.33K ﹤0.01% 1295
2024
Q2 		$272K Buy
33,911
+1,968
+6% +$15.3K ﹤0.01% 1366
2024
Q1 		$217K Buy
31,943
+1,086
+4% +$6.44K ﹤0.01% 1487
2023
Q4 		$174K Sell
30,857
-258,882
-89% -$1.37M ﹤0.01% 1484
2023
Q3 		$1.69M Buy
289,739
+5,935
+2% +$35.9K 0.03% 506
2023
Q2 		$1.74M Sell
283,804
-2,706
-0.9% -$17.8K 0.03% 515
2023
Q1 		$1.89M Buy
+286,510
New +$2.02M 0.04% 434

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 $89B AUM 37.98% 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

Integrated Wealth Concepts's NWG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its NatWest (NWG) stake by 23% in Q2 2026, buying an estimated $141K and bringing the position to 47,475 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #1334.

Integrated Wealth Concepts first reported a position in NWG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.89M in Q1 2023. 427 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Integrated Wealth Concepts held 47,475 shares of NatWest worth $837K as of Q2 2026.
  • Integrated Wealth Concepts bought 8,761 NatWest shares in Q2 2026, an estimated $141K.
  • NatWest made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1334 holding.
  • Integrated Wealth Concepts first reported a position in NatWest in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's NatWest position peaked at $1.89M in Q1 2023.
  • 427 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.