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JNBA Financial Advisors’s NatWest NWG Stock Holding History

JNBA Financial 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 		$3.74K Hold
212
– – ﹤0.01% 664
2026
Q1 		$3.16K Hold
212
– – ﹤0.01% 679
2025
Q4 		$3.71K Buy
+212
New +$3.36K ﹤0.01% 610
2016
Q4 		– Sell
-1,461
Closed -$7K – 1044
2016
Q3 		$7K Buy
+1,461
New +$7.8K ﹤0.01% 1133

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

JNBA Financial Advisors's NWG Position: Q2 2026 in Review

JNBA Financial Advisors held its NatWest (NWG) position steady in Q2 2026 at 212 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

JNBA Financial Advisors first reported a position in NWG in Q3 2016 and has held it in 4 quarters since. The position peaked at $7K in Q3 2016. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • JNBA Financial Advisors held 212 shares of NatWest worth $3.74K as of Q2 2026.
  • JNBA Financial Advisors left its NatWest share count unchanged in Q2 2026.
  • NatWest made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #664 holding.
  • JNBA Financial Advisors first reported a position in NatWest in Q3 2016 and has held it in 4 quarters since.
  • JNBA Financial Advisors's NatWest position peaked at $7K in Q3 2016.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.