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Key Financial Inc’s NatWest NWG Stock Holding History

Key Financial Inc’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 		$11.1K Sell
628
-380
-38% -$6.11K ﹤0.01% 847
2026
Q1 		$15K Buy
1,008
+380
+61% +$6.31K ﹤0.01% 788
2025
Q4 		$11K Hold
628
– – ﹤0.01% 863
2025
Q3 		$8.96K Hold
628
– – ﹤0.01% 907
2025
Q2 		$8.89K Buy
+628
New +$8.3K ﹤0.01% 885

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

Key Financial Inc's NWG Position: Q2 2026 in Review

Key Financial Inc reduced its NatWest (NWG) stake by 38% in Q2 2026, selling an estimated $6.11K and leaving 628 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Key Financial Inc first reported a position in NWG in Q2 2025 and has held it in 5 quarters since. The position peaked at $15K in Q1 2026. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Key Financial Inc held 628 shares of NatWest worth $11.1K as of Q2 2026.
  • Key Financial Inc sold 380 NatWest shares in Q2 2026, an estimated $6.11K.
  • NatWest made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #847 holding.
  • Key Financial Inc first reported a position in NatWest in Q2 2025 and has held it in 5 quarters since.
  • Key Financial Inc's NatWest position peaked at $15K in Q1 2026.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.