OneDigital Investment Advisors’s NatWest NWG Stock Holding History

OneDigital 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	–	Sell	-27,611	Closed	-$411K	–	1625
2026 Q1	$411K	Sell	27,611 -9,428	-25%	-$157K	﹤0.01%	1018
2025 Q4	$648K	Sell	37,039 -4,336	-10%	-$68.7K	0.01%	845
2025 Q3	$585K	Sell	41,375 -1,248	-3%	-$17.6K	0.01%	863
2025 Q2	$603K	Buy	42,623 +18,054	+73%	+$239K	0.01%	832
2025 Q1	$293K	Buy	+24,569	New	+$275K	﹤0.01%	1120
2024 Q3	–	Sell	-10,643	Closed	-$85.5K	–	1457
2024 Q2	$85.5K	Buy	+10,643	New	+$82.6K	﹤0.01%	1329

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

OneDigital Investment Advisors sold out of NatWest (NWG) in Q2 2026, closing a stake of 27,611 shares — an estimated $411K sold.

OneDigital Investment Advisors first reported a position in NWG in Q2 2024 and held it in 6 quarters. The position peaked at $648K in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

OneDigital Investment Advisors reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 27,611 NatWest shares in Q2 2026, an estimated $411K.
OneDigital Investment Advisors first reported a position in NatWest in Q2 2024 and held it in 6 quarters.
OneDigital Investment Advisors's NatWest position peaked at $648K in Q4 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.