PDS Planning’s NatWest NWG Stock Holding History

PDS Planning’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	$252K	Buy	14,279 +440	+3%	+$7.07K	0.01%	484
2026 Q1	$206K	Hold	13,839	–	–	0.01%	515
2025 Q4	$242K	Buy	13,839 +943	+7%	+$14.9K	0.02%	445
2025 Q3	$182K	Sell	12,896 -194	-1%	-$2.74K	0.01%	510
2025 Q2	$185K	Buy	13,090 +2,013	+18%	+$26.6K	0.01%	487
2025 Q1	$132K	Buy	+11,077	New	+$124K	0.01%	454
2022 Q3	–	Sell	-9,708	Closed	-$57K	–	225
2022 Q2	$57K	Buy	9,708 +142	+1%	+$851	0.01%	209
2022 Q1	$59K	Hold	9,566	–	–	0.01%	231
2021 Q4	$63K	Sell	9,566 -3,523	-27%	-$22.9K	0.01%	213
2021 Q3	$86K	Buy	13,089 +842	+7%	+$5.24K	0.02%	200
2021 Q2	$74K	Buy	+12,247	New	+$74K	0.02%	191

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

PDS Planning's NWG Position: Q2 2026 in Review

PDS Planning increased its NatWest (NWG) stake by 3.2% in Q2 2026, buying an estimated $7.07K and bringing the position to 14,279 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #484.

PDS Planning first reported a position in NWG in Q2 2021 and has held it in 11 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

PDS Planning held 14,279 shares of NatWest worth $252K as of Q2 2026.
PDS Planning bought 440 NatWest shares in Q2 2026, an estimated $7.07K.
NatWest made up 0.01% of PDS Planning's portfolio in Q2 2026, its #484 holding.
PDS Planning first reported a position in NatWest in Q2 2021 and has held it in 11 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.