LWAM
NWG icon

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
Q3 		$1.19M Sell
65,644
-736
-1% -$13.6K 0.26% 112
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Legacy Wealth Asset Management's NWG Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its NatWest (NWG) stake by 1.1% in Q3 2026, selling an estimated $13.6K and leaving 65,644 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #112.

Legacy Wealth Asset Management first reported a position in NWG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q4 2025. 20 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Legacy Wealth Asset Management held 65,644 shares of NatWest worth $1.19M as of Q3 2026.
  • Legacy Wealth Asset Management sold 736 NatWest shares in Q3 2026, an estimated $13.6K.
  • NatWest made up 0.26% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #112 holding.
  • Legacy Wealth Asset Management first reported a position in NatWest in Q4 2023 and has held it in 12 quarters since.
  • Legacy Wealth Asset Management's NatWest position peaked at $1.21M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.