MSFP
NWG icon

Mark Sheptoff Financial Planning’s NatWest NWG Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-800
Closed -$14K – 555
2025
Q4 		$14K Buy
+800
New +$12.7K 0.01% 315
2019
Q3 		– Sell
-126
Closed -$1K – 380
2019
Q2 		$1K Buy
126
+42
+50% +$275 ﹤0.01% 340
2019
Q1 		$1K Hold
84
– – ﹤0.01% 343
2018
Q4 		$1K Buy
+84
New +$538 ﹤0.01% 319

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's NWG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of NatWest (NWG) in Q1 2026, closing a stake of 800 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in NWG in Q4 2018 and held it in 4 quarters. The position peaked at $14K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 800 NatWest shares in Q1 2026, an estimated $14K.
  • Mark Sheptoff Financial Planning first reported a position in NatWest in Q4 2018 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's NatWest position peaked at $14K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.