NA
NWG icon

NewEdge Advisors’s NatWest NWG Stock Holding History

NewEdge 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 		$1.09M Buy
61,632
+1,903
+3% +$30.6K ﹤0.01% 1606
2026
Q1 		$890K Buy
59,729
+2,333
+4% +$38.8K ﹤0.01% 1575
2025
Q4 		$1M Buy
57,396
+6,395
+13% +$101K ﹤0.01% 1486
2025
Q3 		$722K Buy
51,001
+7,425
+17% +$105K ﹤0.01% 1598
2025
Q2 		$617K Buy
43,576
+28,740
+194% +$380K ﹤0.01% 1573
2025
Q1 		$177K Buy
14,836
+14,734
+14,445% +$165K ﹤0.01% 2133
2024
Q4 		$1.04K Sell
102
-329
-76% -$3.26K ﹤0.01% 3557
2024
Q3 		$4.04K Buy
431
+7
+2% +$62 ﹤0.01% 3216
2024
Q2 		$3.4K Sell
424
-938
-69% -$7.28K ﹤0.01% 3203
2024
Q1 		$9.26K Sell
1,362
-633
-32% -$3.75K ﹤0.01% 2916
2023
Q4 		$11.2K Buy
+1,995
New +$10.6K ﹤0.01% 2793
2023
Q3 		– Sell
-13,906
Closed -$85.1K – 3593
2023
Q2 		$85.1K Buy
13,906
+1,172
+9% +$7.7K ﹤0.01% 1907
2023
Q1 		$84K Buy
12,734
+7,949
+166% +$56.1K ﹤0.01% 1806
2022
Q4 		$31 Sell
4,785
-5,435
-53% -$31.8K ﹤0.01% 3542
2022
Q3 		$51K Buy
+10,220
New +$62.9K ﹤0.01% 1484

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

NewEdge Advisors's NWG Position: Q2 2026 in Review

NewEdge Advisors increased its NatWest (NWG) stake by 3.2% in Q2 2026, buying an estimated $30.6K and bringing the position to 61,632 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

NewEdge Advisors first reported a position in NWG in Q3 2022 and has held it in 15 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • NewEdge Advisors held 61,632 shares of NatWest worth $1.09M as of Q2 2026.
  • NewEdge Advisors bought 1,903 NatWest shares in Q2 2026, an estimated $30.6K.
  • NatWest made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1606 holding.
  • NewEdge Advisors first reported a position in NatWest in Q3 2022 and has held it in 15 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

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