Nisa Investment Advisors
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Nisa Investment Advisors’s NatWest NWG Stock Holding History

Nisa 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 		$8.63K Buy
557
+57
+11% +$947 ﹤0.01% 2294
2025
Q4 		$8.75K Buy
500
+200
+67% +$3.17K ﹤0.01% 2280
2025
Q3 		$4.25K Hold
300
– – ﹤0.01% 2468
2025
Q2 		$4.25K Hold
300
– – ﹤0.01% 2479
2025
Q1 		$3.69K Buy
+300
New +$3.36K ﹤0.01% 2320

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nisa Investment Advisors's NWG Position: Q1 2026 in Review

Nisa Investment Advisors increased its NatWest (NWG) stake by 11% in Q1 2026, buying an estimated $947 and bringing the position to 557 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Nisa Investment Advisors first reported a position in NWG in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.75K in Q4 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Nisa Investment Advisors held 557 shares of NatWest worth $8.63K as of Q1 2026.
  • Nisa Investment Advisors bought 57 NatWest shares in Q1 2026, an estimated $947.
  • NatWest made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2294 holding.
  • Nisa Investment Advisors first reported a position in NatWest in Q1 2025 and has held it in 5 quarters since.
  • Nisa Investment Advisors's NatWest position peaked at $8.75K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.