KCM
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Kathmere Capital Management’s NatWest NWG Stock Holding History

Kathmere Capital 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 		$1.22M Buy
69,191
+4,023
+6% +$64.7K 0.06% 208
2026
Q1 		$971K Sell
65,168
-500
-0.8% -$8.31K 0.06% 222
2025
Q4 		$1.15M Buy
65,668
+6,161
+10% +$97.7K 0.08% 166
2025
Q3 		$842K Buy
59,507
+6,862
+13% +$96.8K 0.06% 202
2025
Q2 		$745K Sell
52,645
-11,988
-19% -$158K 0.06% 206
2025
Q1 		$770K Buy
64,633
+1,853
+3% +$20.8K 0.07% 181
2024
Q4 		$638K Buy
62,780
+930
+2% +$9.2K 0.06% 188
2024
Q3 		$579K Buy
61,850
+6,020
+11% +$53.6K 0.05% 183
2024
Q2 		$448K Buy
55,830
+14,587
+35% +$113K 0.05% 187
2024
Q1 		$280K Buy
41,243
+23,175
+128% +$137K 0.03% 240
2023
Q4 		$102K Buy
18,068
+5,317
+42% +$28.2K 0.01% 286
2023
Q3 		$74.3K Sell
12,751
-3,302
-21% -$20K 0.01% 262
2023
Q2 		$98.2K Sell
16,053
-8,652
-35% -$56.8K 0.02% 230
2023
Q1 		$163K Sell
24,705
-4,506
-15% -$31.8K 0.03% 215
2022
Q4 		$189K Buy
29,211
+10,274
+54% +$60.2K 0.03% 187
2022
Q3 		$94K Buy
18,937
+6,578
+53% +$40.5K 0.02% 160
2022
Q2 		$73K Buy
+12,359
New +$74.1K 0.01% 161

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

Kathmere Capital Management's NWG Position: Q2 2026 in Review

Kathmere Capital Management increased its NatWest (NWG) stake by 6.2% in Q2 2026, buying an estimated $64.7K and bringing the position to 69,191 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #208.

Kathmere Capital Management first reported a position in NWG in Q2 2022 and has held it in 17 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Kathmere Capital Management held 69,191 shares of NatWest worth $1.22M as of Q2 2026.
  • Kathmere Capital Management bought 4,023 NatWest shares in Q2 2026, an estimated $64.7K.
  • NatWest made up 0.06% of Kathmere Capital Management's portfolio in Q2 2026, its #208 holding.
  • Kathmere Capital Management first reported a position in NatWest in Q2 2022 and has held it in 17 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.