Janney Montgomery Scott
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Janney Montgomery Scott’s NatWest NWG Stock Holding History

Janney Montgomery Scott’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 		$1.86M Sell
105,580
-12,824
-11% -$206K ﹤0.01% 1526
2026
Q1 		$1.76M Sell
118,404
-5,182
-4% -$86.1K ﹤0.01% 1348
2025
Q4 		$2.16M Buy
123,586
+13,805
+13% +$219K 0.01% 1296
2025
Q3 		$1.55M Sell
109,781
-5,908
-5% -$83.4K ﹤0.01% 1442
2025
Q2 		$1.64M Buy
115,689
+14,014
+14% +$185K ﹤0.01% 1306
2025
Q1 		$1.21M Buy
101,675
+76,866
+310% +$862K ﹤0.01% 1427
2024
Q4 		$252K Buy
+24,809
New +$246K ﹤0.01% 2420
2024
Q2 		– Sell
-63,472
Closed -$432K – 2749
2024
Q1 		$432K Buy
+63,472
New +$377K ﹤0.01% 2104
2020
Q1 		– Sell
-14,829
Closed -$103K – 2019
2019
Q4 		$103K Buy
14,829
+1,245
+9% +$7.79K ﹤0.01% 2007
2019
Q3 		$75K Sell
13,584
-16,995
-56% -$94.4K ﹤0.01% 2001
2019
Q2 		$187K Buy
30,579
+767
+3% +$5.02K ﹤0.01% 1918
2019
Q1 		$209K Sell
29,812
-209
-0.7% -$1.47K ﹤0.01% 1847
2018
Q4 		$181K Sell
30,021
-3,568
-11% -$22.8K ﹤0.01% 1794
2018
Q3 		$236K Buy
33,589
+10,789
+47% +$76.3K ﹤0.01% 1847
2018
Q2 		$167K Sell
22,800
-9,553
-30% -$76.9K ﹤0.01% 1889
2018
Q1 		$258K Buy
32,353
+591
+2% +$4.97K ﹤0.01% 1685
2017
Q4 		$261K Sell
31,762
-1,251
-4% -$10K ﹤0.01% 1665
2017
Q3 		$259K Buy
33,013
+9,723
+42% +$70.5K ﹤0.01% 1575
2017
Q2 		$164K Buy
23,290
+486
+2% +$3.4K ﹤0.01% 1656
2017
Q1 		$149K Buy
22,804
+1,490
+7% +$9.37K ﹤0.01% 1659
2016
Q4 		$127K Buy
+21,314
New +$115K ﹤0.01% 1603
2015
Q2 		– Sell
-25,545
Closed -$278K – 2115
2015
Q1 		$278K Buy
+25,545
New +$309K 0.01% 1823

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

Janney Montgomery Scott's NWG Position: Q2 2026 in Review

Janney Montgomery Scott reduced its NatWest (NWG) stake by 11% in Q2 2026, selling an estimated $206K and leaving 105,580 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Janney Montgomery Scott first reported a position in NWG in Q1 2015 and has held it in 22 quarters since. The position peaked at $2.16M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Janney Montgomery Scott held 105,580 shares of NatWest worth $1.86M as of Q2 2026.
  • Janney Montgomery Scott sold 12,824 NatWest shares in Q2 2026, an estimated $206K.
  • NatWest made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1526 holding.
  • Janney Montgomery Scott first reported a position in NatWest in Q1 2015 and has held it in 22 quarters since.
  • Janney Montgomery Scott's NatWest position peaked at $2.16M in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.