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
Q3 		$9.27M Buy
510,654
+179,572
+54% +$3.31M ﹤0.01% 2267
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 		$9.7M 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% +$7.44K ﹤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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial's NWG Position: Q3 2026 in Review

LPL Financial increased its NatWest (NWG) stake by 54% in Q3 2026, buying an estimated $3.31M and bringing the position to 510,654 shares worth $9.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

LPL Financial first reported a position in NWG in Q2 2013 and has held it in 22 quarters since. The position peaked at $10.1M in Q2 2025. 214 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • LPL Financial held 510,654 shares of NatWest worth $9.27M as of Q3 2026.
  • LPL Financial bought 179,572 NatWest shares in Q3 2026, an estimated $3.31M.
  • NatWest made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2267 holding.
  • LPL Financial first reported a position in NatWest in Q2 2013 and has held it in 22 quarters since.
  • LPL Financial's NatWest position peaked at $10.1M in Q2 2025.
  • 214 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.