Jones Financial Companies
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Jones Financial Companies’s NatWest NWG Stock Holding History

Jones Financial Companies’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 		$215M Buy
12,497,549
+19,369
+0.2% +$311K 0.09% 123
2026
Q1 		$178M Buy
12,478,180
+12,424,119
+22,982% +$206M 0.09% 116
2025
Q4 		$946K Buy
54,061
+10,385
+24% +$165K ﹤0.01% 1252
2025
Q3 		$613K Buy
43,676
+10,817
+33% +$153K ﹤0.01% 1312
2025
Q2 		$462K Buy
32,859
+14,065
+75% +$186K ﹤0.01% 1303
2025
Q1 		$225K Buy
18,794
+4,063
+28% +$45.5K ﹤0.01% 1452
2024
Q4 		$150K Buy
14,731
+9,662
+191% +$95.6K ﹤0.01% 1476
2024
Q3 		$47.4K Buy
5,069
+3,479
+219% +$31K ﹤0.01% 1661
2024
Q2 		$12.8K Buy
+1,590
New +$12.3K ﹤0.01% 1678
2024
Q1 		– Sell
-527
Closed -$2.97K – 1425
2023
Q4 		$2.97K Sell
527
-876
-62% -$4.65K ﹤0.01% 848
2023
Q3 		$8.18K Buy
+1,403
New +$8.48K ﹤0.01% 491
2023
Q1 		– Sell
-107
Closed -$1K – 710
2022
Q4 		$1K Buy
+107
New +$627 ﹤0.01% 686

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jones Financial Companies's NWG Position: Q2 2026 in Review

Jones Financial Companies increased its NatWest (NWG) stake by 0.16% in Q2 2026, buying an estimated $311K and bringing the position to 12,497,549 shares worth $215M. The position accounts for 0.09% of the portfolio, ranked #123.

Jones Financial Companies first reported a position in NWG in Q4 2022 and has held it in 12 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Jones Financial Companies held 12,497,549 shares of NatWest worth $215M as of Q2 2026.
  • Jones Financial Companies bought 19,369 NatWest shares in Q2 2026, an estimated $311K.
  • NatWest made up 0.09% of Jones Financial Companies's portfolio in Q2 2026, its #123 holding.
  • Jones Financial Companies first reported a position in NatWest in Q4 2022 and has held it in 12 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.