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LVW Advisors’s NatWest NWG Stock Holding History

LVW Advisors’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 		$844K Buy
47,857
+10,773
+29% +$173K 0.07% 149
2026
Q1 		$553K Buy
37,084
+4,128
+13% +$68.6K 0.05% 195
2025
Q4 		$577K Sell
32,956
-1,476
-4% -$23.4K 0.06% 172
2025
Q3 		$487K Sell
34,432
-2,317
-6% -$32.7K 0.05% 200
2025
Q2 		$520K Sell
36,749
-2,047
-5% -$27.1K 0.06% 187
2025
Q1 		$462K Buy
38,796
+307
+0.8% +$3.44K 0.06% 185
2024
Q4 		$391K Buy
38,489
+850
+2% +$8.41K 0.05% 214
2024
Q3 		$352K Sell
37,639
-3,719
-9% -$33.1K 0.04% 220
2024
Q2 		$332K Buy
+41,358
New +$321K 0.05% 220

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

LVW Advisors's NWG Position: Q2 2026 in Review

LVW Advisors increased its NatWest (NWG) stake by 29% in Q2 2026, buying an estimated $173K and bringing the position to 47,857 shares worth $844K. The position accounts for 0.07% of the portfolio, ranked #149.

LVW Advisors first reported a position in NWG in Q2 2024 and has held it in 9 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • LVW Advisors held 47,857 shares of NatWest worth $844K as of Q2 2026.
  • LVW Advisors bought 10,773 NatWest shares in Q2 2026, an estimated $173K.
  • NatWest made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #149 holding.
  • LVW Advisors first reported a position in NatWest in Q2 2024 and has held it in 9 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.