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 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

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

Mather Group's NWG Position: Q2 2026 in Review

Mather Group increased its NatWest (NWG) stake by 1,092% in Q2 2026, buying an estimated $4.39K and bringing the position to 298 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Mather Group first reported a position in NWG in Q3 2024 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Mather Group held 298 shares of NatWest worth $5.26K as of Q2 2026.
Mather Group bought 273 NatWest shares in Q2 2026, an estimated $4.39K.
NatWest made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1613 holding.
Mather Group first reported a position in NatWest in Q3 2024 and has held it in 6 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.