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	$304K	Buy	+17,224	New	+$277K	0.23%	108

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

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 $304K. The stake represents 0.23% of the portfolio and ranks #108 among its holdings.

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

Larry Mathis Financial Planning held 17,224 shares of NatWest worth $304K as of Q2 2026.
NatWest was a new Larry Mathis Financial Planning position in Q2 2026.
NatWest made up 0.23% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #108 holding.
426 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.