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LRI Investments’s NatWest NWG Stock Holding History

LRI Investments’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 		$2.91K Buy
165
+71
+76% +$1.14K ﹤0.01% 1220
2026
Q1 		$1.4K Hold
94
– – ﹤0.01% 1290
2025
Q4 		$1.65K Hold
94
– – ﹤0.01% 1225
2025
Q3 		$1.33K Buy
+94
New +$1.33K ﹤0.01% 1239

Other funds holding NWG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LRI Investments's NWG Position: Q2 2026 in Review

LRI Investments increased its NatWest (NWG) stake by 76% in Q2 2026, buying an estimated $1.14K and bringing the position to 165 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

LRI Investments first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • LRI Investments held 165 shares of NatWest worth $2.91K as of Q2 2026.
  • LRI Investments bought 71 NatWest shares in Q2 2026, an estimated $1.14K.
  • NatWest made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1220 holding.
  • LRI Investments first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.