JFS Wealth Advisors’s NatWest NWG Stock Holding History

JFS Wealth Advisors’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	$26.1K	Hold	1,478	–	–	﹤0.01%	701
2026 Q1	$22K	Hold	1,478	–	–	﹤0.01%	709
2025 Q4	$25.9K	Hold	1,478	–	–	﹤0.01%	682
2025 Q3	$20.9K	Hold	1,478	–	–	﹤0.01%	688
2025 Q2	$20.9K	Hold	1,478	–	–	﹤0.01%	649
2025 Q1	$17.6K	Buy	1,478 +135	+10%	+$1.51K	﹤0.01%	695
2024 Q4	$13.7K	Buy	1,343 +62	+5%	+$614	﹤0.01%	762
2024 Q3	$12K	Buy	1,281 +511	+66%	+$4.55K	﹤0.01%	795
2024 Q2	$6.18K	Hold	770	–	–	﹤0.01%	978
2024 Q1	$5.24K	Buy	770 +173	+29%	+$1.03K	﹤0.01%	1081
2023 Q4	$3.36K	Sell	597 -221	-27%	-$1.17K	﹤0.01%	1218
2023 Q3	$4.77K	Hold	818	–	–	﹤0.01%	1008
2023 Q2	$5.01K	Sell	818 -74	-8%	-$486	﹤0.01%	1000
2023 Q1	$5.89K	Hold	892	–	–	﹤0.01%	920
2022 Q4	$5.76K	Sell	892 -795	-47%	-$4.66K	﹤0.01%	932
2022 Q3	$8K	Sell	1,687 -2,103	-55%	-$12.9K	﹤0.01%	816
2022 Q2	$22K	Buy	3,790 +123	+3%	+$737	﹤0.01%	573
2022 Q1	$22K	Buy	+3,667	New	+$24.7K	﹤0.01%	579

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

JFS Wealth Advisors's NWG Position: Q2 2026 in Review

JFS Wealth Advisors held its NatWest (NWG) position steady in Q2 2026 at 1,478 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

JFS Wealth Advisors first reported a position in NWG in Q1 2022 and has held it in 18 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

JFS Wealth Advisors held 1,478 shares of NatWest worth $26.1K as of Q2 2026.
JFS Wealth Advisors left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #701 holding.
JFS Wealth Advisors first reported a position in NatWest in Q1 2022 and has held it in 18 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.