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 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 $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ken Fisher's NWG Position: Q1 2026 in Review

Ken Fisher increased its NatWest (NWG) stake by 3.8% in Q1 2026, buying an estimated $26.1M and bringing the position to 42,484,360 shares worth $633M. The position accounts for 0.21% of the portfolio, ranked #92.

Ken Fisher first reported a position in NWG in Q2 2017 and has held it in 11 quarters since. The position peaked at $716M in Q4 2025. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Ken Fisher held 42,484,360 shares of NatWest worth $633M as of Q1 2026.
Ken Fisher bought 1,572,159 NatWest shares in Q1 2026, an estimated $26.1M.
NatWest made up 0.21% of Ken Fisher's portfolio in Q1 2026, its #92 holding.
Ken Fisher first reported a position in NatWest in Q2 2017 and has held it in 11 quarters since.
Ken Fisher's NatWest position peaked at $716M in Q4 2025.
408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.