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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mount Yale Investment Advisors's NWG Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its NatWest (NWG) stake by 9.1% in Q1 2026, selling an estimated $72.4K and leaving 43,640 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #620.

Mount Yale Investment Advisors first reported a position in NWG in Q2 2024 and has held it in 8 quarters since. The position peaked at $934K in Q3 2024. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Mount Yale Investment Advisors held 43,640 shares of NatWest worth $678K as of Q1 2026.
Mount Yale Investment Advisors sold 4,355 NatWest shares in Q1 2026, an estimated $72.4K.
NatWest made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #620 holding.
Mount Yale Investment Advisors first reported a position in NatWest in Q2 2024 and has held it in 8 quarters since.
Mount Yale Investment Advisors's NatWest position peaked at $934K in Q3 2024.
407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.