Ken Fisher’s NatWest NWG Stock Holding History

Ken Fisher’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	$66M	Sell	3,745,660 -38,738,700	-91%	-$623M	0.02%	211
2026 Q1	$633M	Buy	42,484,360 +1,572,159	+4%	+$26.1M	0.21%	92
2025 Q4	$716M	Buy	40,912,201 +1,677,879	+4%	+$26.6M	0.24%	94
2025 Q3	$555M	Buy	39,234,322 +1,702,930	+5%	+$24M	0.2%	101
2025 Q2	$531M	Buy	37,531,392 +4,355,850	+13%	+$57.6M	0.21%	99
2025 Q1	$395M	Buy	+33,175,542	New	+$372M	0.17%	103
2022 Q4	–	Sell	-13,539	Closed	-$68K	–	1052
2022 Q3	$68K	Buy	+13,539	New	+$83.4K	﹤0.01%	907
2018 Q3	–	Sell	-33,434	Closed	-$245K	–	836
2018 Q2	$245K	Hold	33,434	–	–	﹤0.01%	739
2018 Q1	$266K	Sell	33,434 -285	-0.8%	-$2.4K	﹤0.01%	700
2017 Q4	$277K	Buy	33,719 +285	+0.9%	+$2.28K	﹤0.01%	752
2017 Q3	$262K	Sell	33,434 -4,565	-12%	-$33.1K	﹤0.01%	706
2017 Q2	$267K	Buy	+37,999	New	+$266K	﹤0.01%	663

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

Ken Fisher's NWG Position: Q2 2026 in Review

Ken Fisher reduced its NatWest (NWG) stake by 91% in Q2 2026, selling an estimated $623M and leaving 3,745,660 shares worth $66M. The position accounts for 0.02% of the portfolio, ranked #211.

Ken Fisher first reported a position in NWG in Q2 2017 and has held it in 12 quarters since. The position peaked at $716M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Ken Fisher held 3,745,660 shares of NatWest worth $66M as of Q2 2026.
Ken Fisher sold 38,738,700 NatWest shares in Q2 2026, an estimated $623M.
NatWest made up 0.02% of Ken Fisher's portfolio in Q2 2026, its #211 holding.
Ken Fisher first reported a position in NatWest in Q2 2017 and has held it in 12 quarters since.
Ken Fisher's NatWest position peaked at $716M in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.