Oppenheimer & Co’s NatWest NWG Stock Holding History

Oppenheimer & Co’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	$980K	Sell	55,581 -1,748	-3%	-$28.1K	0.01%	942
2026 Q1	$854K	Sell	57,329 -1,465	-2%	-$24.3K	0.01%	941
2025 Q4	$1.03M	Sell	58,794 -231	-0.4%	-$3.66K	0.01%	789
2025 Q3	$835K	Buy	59,025 +11,012	+23%	+$155K	0.01%	980
2025 Q2	$679K	Buy	+48,013	New	+$635K	0.01%	1026
2016 Q4	–	Sell	-102,143	Closed	-$513K	–	1323
2016 Q3	$513K	Sell	102,143 -9,378	-8%	-$50K	0.02%	800
2016 Q2	$564K	Hold	111,521	–	–	0.02%	744
2016 Q1	$767K	Hold	111,521	–	–	0.02%	608
2015 Q4	$1.06M	Hold	111,521	–	–	0.03%	533
2015 Q3	$1.15M	Sell	111,521 -52	-0%	-$583	0.03%	538
2015 Q2	$1.33M	Hold	111,573	–	–	0.04%	539
2015 Q1	$1.21M	Buy	+111,573	New	+$1.35M	0.03%	573

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

Oppenheimer & Co's NWG Position: Q2 2026 in Review

Oppenheimer & Co reduced its NatWest (NWG) stake by 3% in Q2 2026, selling an estimated $28.1K and leaving 55,581 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #942.

Oppenheimer & Co first reported a position in NWG in Q1 2015 and has held it in 12 quarters since. The position peaked at $1.33M in Q2 2015. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Oppenheimer & Co held 55,581 shares of NatWest worth $980K as of Q2 2026.
Oppenheimer & Co sold 1,748 NatWest shares in Q2 2026, an estimated $28.1K.
NatWest made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #942 holding.
Oppenheimer & Co first reported a position in NatWest in Q1 2015 and has held it in 12 quarters since.
Oppenheimer & Co's NatWest position peaked at $1.33M in Q2 2015.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.