NW
NWG icon

NewEdge Wealth’s NatWest NWG Stock Holding History

NewEdge 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 		$7.68M Buy
435,673
+46,910
+12% +$754K 0.08% 171
2026
Q1 		$5.79M Buy
388,763
+65,355
+20% +$1.09M 0.07% 192
2025
Q4 		$5.66M Buy
323,408
+15,529
+5% +$246K 0.06% 206
2025
Q3 		$4.77M Buy
307,879
+35,666
+13% +$503K 0.07% 216
2025
Q2 		$3.85M Buy
272,213
+178,644
+191% +$2.36M 0.06% 248
2025
Q1 		$1.12M Buy
93,569
+1,240
+1% +$13.9K 0.02% 454
2024
Q4 		$939K Buy
92,329
+1,631
+2% +$16.1K 0.02% 501
2024
Q3 		$849K Buy
90,698
+95
+0.1% +$845 0.02% 504
2024
Q2 		$728K Buy
+90,603
New +$703K 0.02% 466

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 Wealth's NWG Position: Q2 2026 in Review

NewEdge Wealth increased its NatWest (NWG) stake by 12% in Q2 2026, buying an estimated $754K and bringing the position to 435,673 shares worth $7.68M. The position accounts for 0.08% of the portfolio, ranked #171.

NewEdge Wealth first reported a position in NWG in Q2 2024 and has held it in 9 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • NewEdge Wealth held 435,673 shares of NatWest worth $7.68M as of Q2 2026.
  • NewEdge Wealth bought 46,910 NatWest shares in Q2 2026, an estimated $754K.
  • NatWest made up 0.08% of NewEdge Wealth's portfolio in Q2 2026, its #171 holding.
  • NewEdge Wealth first reported a position in NatWest in Q2 2024 and has held it in 9 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.