MFG
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Merit Financial Group’s NatWest NWG Stock Holding History

Merit Financial 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 		$703K Buy
39,884
+1,182
+3% +$19K ﹤0.01% 1290
2026
Q1 		$577K Buy
38,702
+6,768
+21% +$112K ﹤0.01% 1295
2025
Q4 		$559K Buy
31,934
+381
+1% +$6.04K ﹤0.01% 1250
2025
Q3 		$446K Buy
31,553
+3,181
+11% +$44.9K ﹤0.01% 1244
2025
Q2 		$401K Buy
28,372
+5,628
+25% +$74.4K ﹤0.01% 1200
2025
Q1 		$271K Buy
22,744
+5,670
+33% +$63.6K ﹤0.01% 1162
2024
Q4 		$174K Buy
+17,074
New +$169K ﹤0.01% 1110

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

Merit Financial Group's NWG Position: Q2 2026 in Review

Merit Financial Group increased its NatWest (NWG) stake by 3.1% in Q2 2026, buying an estimated $19K and bringing the position to 39,884 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Merit Financial Group first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Merit Financial Group held 39,884 shares of NatWest worth $703K as of Q2 2026.
  • Merit Financial Group bought 1,182 NatWest shares in Q2 2026, an estimated $19K.
  • NatWest made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1290 holding.
  • Merit Financial Group first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.