KAS
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Kestra Advisory Services’s NatWest NWG Stock Holding History

Kestra Advisory Services’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 		– Sell
-28,699
Closed -$502K – 3986
2025
Q4 		$502K Sell
28,699
-2,287
-7% -$36.3K ﹤0.01% 2138
2025
Q3 		$438K Buy
30,986
+2,761
+10% +$39K ﹤0.01% 2152
2025
Q2 		$399K Buy
28,225
+7,471
+36% +$98.8K ﹤0.01% 2133
2025
Q1 		$247K Buy
20,754
+2,621
+14% +$29.4K ﹤0.01% 2318
2024
Q4 		$184K Buy
18,133
+304
+2% +$3.01K ﹤0.01% 2507
2024
Q3 		$167K Buy
17,829
+6,123
+52% +$54.5K ﹤0.01% 2404
2024
Q2 		$94K Buy
+11,706
New +$90.9K ﹤0.01% 2527

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 $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Advisory Services's NWG Position: Q1 2026 in Review

Kestra Advisory Services sold out of NatWest (NWG) in Q1 2026, closing a stake of 28,699 shares — an estimated $502K sold.

Kestra Advisory Services first reported a position in NWG in Q2 2024 and held it in 7 quarters. The position peaked at $502K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Kestra Advisory Services reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 28,699 NatWest shares in Q1 2026, an estimated $502K.
  • Kestra Advisory Services first reported a position in NatWest in Q2 2024 and held it in 7 quarters.
  • Kestra Advisory Services's NatWest position peaked at $502K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.