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Lodestone Wealth Management’s NatWest NWG Stock Holding History

Lodestone 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
Q2 		$3.47K Hold
197
– – ﹤0.01% 640
2026
Q1 		$2.94K Hold
197
– – ﹤0.01% 642
2025
Q4 		$3.45K Buy
+197
New +$3.12K ﹤0.01% 633

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

Lodestone Wealth Management's NWG Position: Q2 2026 in Review

Lodestone Wealth Management held its NatWest (NWG) position steady in Q2 2026 at 197 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Lodestone Wealth Management first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Lodestone Wealth Management held 197 shares of NatWest worth $3.47K as of Q2 2026.
  • Lodestone Wealth Management left its NatWest share count unchanged in Q2 2026.
  • NatWest made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Lodestone Wealth Management first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.