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North Star Investment Management’s NatWest NWG Stock Holding History

North Star Investment Management’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 		$3.65K Buy
245
+64
+35% +$1.06K ﹤0.01% 1276
2025
Q4 		$3.17K Buy
+181
New +$2.87K ﹤0.01% 1218

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

North Star Investment Management's NWG Position: Q1 2026 in Review

North Star Investment Management increased its NatWest (NWG) stake by 35% in Q1 2026, buying an estimated $1.06K and bringing the position to 245 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

North Star Investment Management first reported a position in NWG in Q4 2025 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • North Star Investment Management held 245 shares of NatWest worth $3.65K as of Q1 2026.
  • North Star Investment Management bought 64 NatWest shares in Q1 2026, an estimated $1.06K.
  • NatWest made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1276 holding.
  • North Star Investment Management first reported a position in NatWest in Q4 2025 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.