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Larson Financial Group’s NatWest NWG Stock Holding History

Larson Financial Group’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 		$209K Buy
11,830
+583
+5% +$9.37K 0.01% 834
2026
Q1 		$168K Buy
11,247
+9,036
+409% +$150K 0.01% 774
2025
Q4 		$38.7K Buy
2,211
+380
+21% +$6.02K ﹤0.01% 1373
2025
Q3 		$25.9K Buy
1,831
+1,484
+428% +$20.9K ﹤0.01% 1492
2025
Q2 		$4.91K Hold
347
– – ﹤0.01% 2078
2025
Q1 		$4.14K Buy
347
+207
+148% +$2.32K ﹤0.01% 1934
2024
Q4 		$1.42K Hold
140
– – ﹤0.01% 1950
2024
Q3 		$1.31K Buy
+140
New +$1.25K ﹤0.01% 1934

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

Larson Financial Group's NWG Position: Q2 2026 in Review

Larson Financial Group increased its NatWest (NWG) stake by 5.2% in Q2 2026, buying an estimated $9.37K and bringing the position to 11,830 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #834.

Larson Financial Group first reported a position in NWG in Q3 2024 and has held it in 8 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Larson Financial Group held 11,830 shares of NatWest worth $209K as of Q2 2026.
  • Larson Financial Group bought 583 NatWest shares in Q2 2026, an estimated $9.37K.
  • NatWest made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #834 holding.
  • Larson Financial Group first reported a position in NatWest in Q3 2024 and has held it in 8 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.