Legacy Wealth Asset Management’s NatWest NWG Stock Holding History

Legacy Wealth Asset 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 Q2	$1.17M	Sell	66,380 -1,473	-2%	-$23.7K	0.26%	107
2026 Q1	$1.01M	Sell	67,853 -1,564	-2%	-$26K	0.25%	118
2025 Q4	$1.21M	Sell	69,417 -5,736	-8%	-$90.9K	0.3%	93
2025 Q3	$1.06M	Sell	75,153 -1,445	-2%	-$20.4K	0.26%	106
2025 Q2	$1.08M	Sell	76,598 -8,918	-10%	-$118K	0.28%	95
2025 Q1	$1.02M	Sell	85,516 -4,588	-5%	-$51.4K	0.28%	91
2024 Q4	$916K	Sell	90,104 -3,749	-4%	-$37.1K	0.25%	103
2024 Q3	$878K	Sell	93,853 -2,523	-3%	-$22.4K	0.24%	110
2024 Q2	$774K	Sell	96,376 -1,292	-1%	-$10K	0.22%	123
2024 Q1	$664K	Buy	97,668 +2,268	+2%	+$13.5K	0.18%	162
2023 Q4	$537K	Buy	+95,400	New	+$507K	0.18%	207

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

Legacy Wealth Asset Management's NWG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its NatWest (NWG) stake by 2.2% in Q2 2026, selling an estimated $23.7K and leaving 66,380 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #107.

Legacy Wealth Asset Management first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Legacy Wealth Asset Management held 66,380 shares of NatWest worth $1.17M as of Q2 2026.
Legacy Wealth Asset Management sold 1,473 NatWest shares in Q2 2026, an estimated $23.7K.
NatWest made up 0.26% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #107 holding.
Legacy Wealth Asset Management first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
Legacy Wealth Asset Management's NatWest position peaked at $1.21M in Q4 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.