Mount Yale Investment Advisors’s NatWest NWG Stock Holding History

Mount Yale Investment Advisors’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	$748K	Sell	42,454 -1,186	-3%	-$19.1K	0.01%	667
2026 Q1	$678K	Sell	43,640 -4,355	-9%	-$72.4K	0.02%	620
2025 Q4	$840K	Buy	47,995 +884	+2%	+$14K	0.04%	348
2025 Q3	$667K	Sell	47,111 -7,531	-14%	-$106K	0.05%	355
2025 Q2	$773K	Buy	54,642 +3,108	+6%	+$41.1K	0.06%	253
2025 Q1	$614K	Sell	51,534 -11,892	-19%	-$133K	0.05%	286
2024 Q4	$645K	Sell	63,426 -36,342	-36%	-$360K	0.05%	299
2024 Q3	$934K	Buy	99,768 +83,149	+500%	+$740K	0.09%	210
2024 Q2	$133K	Buy	+16,619	New	+$129K	0.01%	525

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

Mount Yale Investment Advisors's NWG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its NatWest (NWG) stake by 2.7% in Q2 2026, selling an estimated $19.1K and leaving 42,454 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #667.

Mount Yale Investment Advisors first reported a position in NWG in Q2 2024 and has held it in 9 quarters since. The position peaked at $934K in Q3 2024. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Mount Yale Investment Advisors held 42,454 shares of NatWest worth $748K as of Q2 2026.
Mount Yale Investment Advisors sold 1,186 NatWest shares in Q2 2026, an estimated $19.1K.
NatWest made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #667 holding.
Mount Yale Investment Advisors first reported a position in NatWest in Q2 2024 and has held it in 9 quarters since.
Mount Yale Investment Advisors's NatWest position peaked at $934K in Q3 2024.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.