Naviter Wealth’s NatWest NWG Stock Holding History

Naviter Wealth’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	$1.28M	Buy	72,736 +18,607	+34%	+$299K	0.12%	160
2026 Q1	$840K	Buy	54,129 +7,109	+15%	+$118K	0.1%	166
2025 Q4	$823K	Sell	47,020 -7,305	-13%	-$116K	0.11%	167
2025 Q3	$769K	Buy	54,325 +5,822	+12%	+$82.1K	0.09%	172
2025 Q2	$686K	Buy	+48,503	New	+$641K	0.08%	179

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

Naviter Wealth's NWG Position: Q2 2026 in Review

Naviter Wealth increased its NatWest (NWG) stake by 34% in Q2 2026, buying an estimated $299K and bringing the position to 72,736 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #160.

Naviter Wealth first reported a position in NWG in Q2 2025 and has held it in 5 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Naviter Wealth held 72,736 shares of NatWest worth $1.28M as of Q2 2026.
Naviter Wealth bought 18,607 NatWest shares in Q2 2026, an estimated $299K.
NatWest made up 0.12% of Naviter Wealth's portfolio in Q2 2026, its #160 holding.
Naviter Wealth first reported a position in NatWest in Q2 2025 and has held it in 5 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.