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
Q2 		$12.6K Buy
714
+157
+28% +$2.52K ﹤0.01% 2406
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

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

Nisa Investment Advisors's NWG Position: Q2 2026 in Review

Nisa Investment Advisors increased its NatWest (NWG) stake by 28% in Q2 2026, buying an estimated $2.52K and bringing the position to 714 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Nisa Investment Advisors first reported a position in NWG in Q1 2025 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Nisa Investment Advisors held 714 shares of NatWest worth $12.6K as of Q2 2026.
  • Nisa Investment Advisors bought 157 NatWest shares in Q2 2026, an estimated $2.52K.
  • NatWest made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2406 holding.
  • Nisa Investment Advisors first reported a position in NatWest in Q1 2025 and has held it in 6 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.