J. Safra Asset Management’s NatWest NWG Stock Holding History

J. Safra Asset 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	$22.4K	Sell	1,269 -115	-8%	-$1.85K	﹤0.01%	317
2026 Q1	$20.6K	Hold	1,384	–	–	﹤0.01%	305
2025 Q4	$24.2K	Buy	+1,384	New	+$21.9K	﹤0.01%	311

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

J. Safra Asset Management's NWG Position: Q2 2026 in Review

J. Safra Asset Management reduced its NatWest (NWG) stake by 8.3% in Q2 2026, selling an estimated $1.85K and leaving 1,269 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

J. Safra Asset Management first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.2K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

J. Safra Asset Management held 1,269 shares of NatWest worth $22.4K as of Q2 2026.
J. Safra Asset Management sold 115 NatWest shares in Q2 2026, an estimated $1.85K.
NatWest made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #317 holding.
J. Safra Asset Management first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
J. Safra Asset Management's NatWest position peaked at $24.2K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.