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Laurel Oak Wealth Management’s NatWest NWG Stock Holding History

Laurel Oak Wealth Management’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
-12,039
Closed -$211K – 380
2025
Q4 		$211K Buy
+12,039
New +$191K 0.04% 339

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

Laurel Oak Wealth Management's NWG Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of NatWest (NWG) in Q1 2026, closing a stake of 12,039 shares — an estimated $211K sold.

Laurel Oak Wealth Management first reported a position in NWG in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Laurel Oak Wealth Management reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 12,039 NatWest shares in Q1 2026, an estimated $211K.
  • Laurel Oak Wealth Management first reported a position in NatWest in Q4 2025 and held it in 1 quarter.
  • Laurel Oak Wealth Management's NatWest position peaked at $211K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.