Kayne Anderson Rudnick Investment Management
NWG icon

Kayne Anderson Rudnick Investment Management’s NatWest NWG Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$1.66M Buy
111,623
+8,656
+8% +$144K ﹤0.01% 337
2025
Q4 		$1.8M Buy
102,967
+5,330
+5% +$84.5K ﹤0.01% 332
2025
Q3 		$1.38M Buy
97,637
+12,982
+15% +$183K ﹤0.01% 357
2025
Q2 		$1.2M Buy
84,655
+76,528
+942% +$1.01M ﹤0.01% 369
2025
Q1 		$96.9K Buy
+8,127
New +$91.1K ﹤0.01% 537

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's NWG Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its NatWest (NWG) stake by 8.4% in Q1 2026, buying an estimated $144K and bringing the position to 111,623 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Kayne Anderson Rudnick Investment Management first reported a position in NWG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q4 2025. 409 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 111,623 shares of NatWest worth $1.66M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management bought 8,656 NatWest shares in Q1 2026, an estimated $144K.
  • NatWest made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #337 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in NatWest in Q1 2025 and has held it in 5 quarters since.
  • Kayne Anderson Rudnick Investment Management's NatWest position peaked at $1.8M in Q4 2025.
  • 409 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.