Marks Group Wealth Management’s NatWest NWG Stock Holding History

Marks Group Wealth Management’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	–	Sell	-69,442	Closed	-$1.03M	–	363
2026 Q1	$1.03M	Sell	69,442 -25,994	-27%	-$432K	0.1%	190
2025 Q4	$1.67M	Buy	95,436 +5,251	+6%	+$83.2K	0.16%	139
2025 Q3	$1.28M	Buy	90,185 +11,703	+15%	+$165K	0.12%	162
2025 Q2	$1.11M	Buy	78,482 +45,516	+138%	+$602K	0.1%	169
2025 Q1	$393K	Buy	+32,966	New	+$370K	0.04%	256
2024 Q4	–	Sell	-10,229	Closed	-$95.7K	–	297
2024 Q3	$95.7K	Buy	+10,229	New	+$91K	0.01%	293

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marks Group Wealth Management's NWG Position: Q2 2026 in Review

Marks Group Wealth Management sold out of NatWest (NWG) in Q2 2026, closing a stake of 69,442 shares — an estimated $1.03M sold.

Marks Group Wealth Management first reported a position in NWG in Q3 2024 and held it in 6 quarters. The position peaked at $1.67M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Marks Group Wealth Management reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
Marks Group Wealth Management sold 69,442 NatWest shares in Q2 2026, an estimated $1.03M.
Marks Group Wealth Management first reported a position in NatWest in Q3 2024 and held it in 6 quarters.
Marks Group Wealth Management's NatWest position peaked at $1.67M in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.