LPL Financial
NWG icon

LPL Financial’s NatWest NWG Stock Holding History

LPL Financial’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 		$5.84M Sell
331,082
-147,138
-31% -$2.37M ﹤0.01% 2656
2026
Q1 		$7.13M Sell
478,220
-78,909
-14% -$1.31M ﹤0.01% 2309
2025
Q4 		$9.75M Sell
557,129
-81,675
-13% -$1.29M ﹤0.01% 1950
2025
Q3 		$9.04M Sell
638,804
-75,834
-11% -$1.07M ﹤0.01% 1965
2025
Q2 		$10.1M Buy
714,638
+134,538
+23% +$1.78M ﹤0.01% 1706
2025
Q1 		$6.91M Buy
580,100
+279,156
+93% +$3.13M ﹤0.01% 1880
2024
Q4 		$3.06M Sell
300,944
-7,331
-2% -$72.6K ﹤0.01% 2485
2024
Q3 		$2.89M Buy
308,275
+217,421
+239% +$1.93M ﹤0.01% 2397
2024
Q2 		$730K Buy
90,854
+47,459
+109% +$368K ﹤0.01% 3536
2024
Q1 		$295K Buy
43,395
+23,469
+118% +$139K ﹤0.01% 4215
2023
Q4 		$112K Buy
19,926
+7,939
+66% +$42.2K ﹤0.01% 4530
2023
Q3 		$69.9K Buy
11,987
+1,232
+11% +$7.45K ﹤0.01% 4475
2023
Q2 		$65.8K Buy
+10,755
New +$70.7K ﹤0.01% 4396
2023
Q1 		– Sell
-12,040
Closed -$77.8K – 4550
2022
Q4 		$77.8K Sell
12,040
-140
-1% -$820 ﹤0.01% 4215
2022
Q3 		$61K Buy
12,180
+1,889
+18% +$11.6K ﹤0.01% 4204
2022
Q2 		$60K Buy
+10,291
New +$61.7K ﹤0.01% 4213
2014
Q3 		– Sell
-46,444
Closed -$565K – 2757
2014
Q2 		$565K Sell
46,444
-3,622
-7% -$42.6K ﹤0.01% 1719
2014
Q1 		$560K Sell
50,066
-2,507
-5% -$30.1K ﹤0.01% 1650
2013
Q4 		$641K Sell
52,573
-371
-0.7% -$4.45K ﹤0.01% 1556
2013
Q3 		$684K Sell
52,944
-4,487
-8% -$50.2K ﹤0.01% 1431
2013
Q2 		$520K Buy
+57,431
New +$577K ﹤0.01% 1537

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

LPL Financial's NWG Position: Q2 2026 in Review

LPL Financial reduced its NatWest (NWG) stake by 31% in Q2 2026, selling an estimated $2.37M and leaving 331,082 shares worth $5.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

LPL Financial first reported a position in NWG in Q2 2013 and has held it in 21 quarters since. The position peaked at $10.1M in Q2 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • LPL Financial held 331,082 shares of NatWest worth $5.84M as of Q2 2026.
  • LPL Financial sold 147,138 NatWest shares in Q2 2026, an estimated $2.37M.
  • NatWest made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2656 holding.
  • LPL Financial first reported a position in NatWest in Q2 2013 and has held it in 21 quarters since.
  • LPL Financial's NatWest position peaked at $10.1M in Q2 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.