Massachusetts Financial Services
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Massachusetts Financial Services’s NatWest NWG Stock Holding History

Massachusetts Financial Services’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 		$40.3M Buy
2,288,231
+40,983
+2% +$659K 0.01% 540
2026
Q1 		$34M Buy
2,247,248
+30,596
+1% +$508K 0.01% 548
2025
Q4 		$38.8M Buy
2,216,652
+153,625
+7% +$2.44M 0.01% 522
2025
Q3 		$29.2M Buy
2,063,027
+245,307
+13% +$3.46M 0.01% 575
2025
Q2 		$25.7M Buy
1,817,720
+570,801
+46% +$7.55M 0.01% 578
2025
Q1 		$14.9M Buy
1,246,919
+302,305
+32% +$3.39M ﹤0.01% 625
2024
Q4 		$9.61M Buy
944,614
+49,462
+6% +$490K ﹤0.01% 656
2024
Q3 		$8.38M Buy
895,152
+14,019
+2% +$125K ﹤0.01% 650
2024
Q2 		$7.08M Buy
881,133
+125,607
+17% +$975K ﹤0.01% 658
2024
Q1 		$5.14M Buy
755,526
+28,491
+4% +$169K ﹤0.01% 667
2023
Q4 		$4.09M Buy
727,035
+80,896
+13% +$430K ﹤0.01% 674
2023
Q3 		$3.77M Buy
646,139
+62,351
+11% +$377K ﹤0.01% 674
2023
Q2 		$3.57M Buy
583,788
+126,031
+28% +$828K ﹤0.01% 661
2023
Q1 		$3.02M Buy
457,757
+13,155
+3% +$92.9K ﹤0.01% 682
2022
Q4 		$2.87M Buy
444,602
+229,025
+106% +$1.34M ﹤0.01% 693
2022
Q3 		$1.08M Buy
215,577
+48,986
+29% +$302K ﹤0.01% 778
2022
Q2 		$978K Buy
+166,591
New +$998K ﹤0.01% 774
2015
Q3 		– Sell
-300,350
Closed -$3.58M – 890
2015
Q2 		$3.58M Buy
300,350
+7,531
+3% +$87.5K ﹤0.01% 704
2015
Q1 		$3.18M Sell
292,819
-6,085
-2% -$73.7K ﹤0.01% 714
2014
Q4 		$3.9M Sell
298,904
-12,537
-4% -$160K ﹤0.01% 700
2014
Q3 		$4M Sell
311,441
-1,892
-0.6% -$23.5K ﹤0.01% 696
2014
Q2 		$3.81M Sell
313,333
-55,377
-15% -$651K ﹤0.01% 691
2014
Q1 		$4.12M Buy
368,710
+78,363
+27% +$939K ﹤0.01% 654
2013
Q4 		$3.54M Buy
+290,347
New +$3.48M ﹤0.01% 644

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

Massachusetts Financial Services's NWG Position: Q2 2026 in Review

Massachusetts Financial Services increased its NatWest (NWG) stake by 1.8% in Q2 2026, buying an estimated $659K and bringing the position to 2,288,231 shares worth $40.3M. The position accounts for 0.01% of the portfolio, ranked #540.

Massachusetts Financial Services first reported a position in NWG in Q4 2013 and has held it in 24 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Massachusetts Financial Services held 2,288,231 shares of NatWest worth $40.3M as of Q2 2026.
  • Massachusetts Financial Services bought 40,983 NatWest shares in Q2 2026, an estimated $659K.
  • NatWest made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #540 holding.
  • Massachusetts Financial Services first reported a position in NatWest in Q4 2013 and has held it in 24 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.