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Larry Mathis Financial Planning’s NatWest NWG Stock Holding History

Larry Mathis Financial Planning’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 		$304M Buy
+17,224
New +$277K 0.24% 106

Other funds holding NWG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Larry Mathis Financial Planning's NWG Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in NatWest (NWG) in Q2 2026: 17,224 shares worth $304M. The stake represents 0.24% of the portfolio and ranks #106 among its holdings.

57 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Larry Mathis Financial Planning held 17,224 shares of NatWest worth $304M as of Q2 2026.
  • NatWest was a new Larry Mathis Financial Planning position in Q2 2026.
  • NatWest made up 0.24% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #106 holding.
  • 57 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.