Mather Group’s NatWest NWG Stock Holding History

Mather Group’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 Q3	$85.7K	Buy	4,723 +4,425	+1,485%	+$81.6K	﹤0.01%	997
2026 Q2	$5.26K	Buy	298 +273	+1,092%	+$4.39K	﹤0.01%	1613
2026 Q1	$380	Buy	+25	New	+$415	﹤0.01%	1818
2025 Q4	–	Sell	-42	Closed	-$594	–	1317
2025 Q3	$594	Buy	+42	New	+$593	﹤0.01%	1616
2025 Q2	–	Sell	-42	Closed	-$501	–	1352
2025 Q1	$501	Hold	42	–	–	﹤0.01%	1687
2024 Q4	$427	Hold	42	–	–	﹤0.01%	1672
2024 Q3	$393	Buy	+42	New	+$374	﹤0.01%	1631

Other funds holding NWG

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Mather Group's NWG Position: Q3 2026 in Review

Mather Group increased its NatWest (NWG) stake by 1,485% in Q3 2026, buying an estimated $81.6K and bringing the position to 4,723 shares worth $85.7K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Mather Group first reported a position in NWG in Q3 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

Mather Group held 4,723 shares of NatWest worth $85.7K as of Q3 2026.
Mather Group bought 4,425 NatWest shares in Q3 2026, an estimated $81.6K.
NatWest made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #997 holding.
Mather Group first reported a position in NatWest in Q3 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.