Perigon Wealth Management’s NatWest NWG Stock Holding History

Perigon Wealth 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 Q3	$322K	Buy	17,719 +2,081	+13%	+$38.4K	0.01%	1108
2026 Q2	$276K	Buy	15,638 +52	+0.3%	+$836	﹤0.01%	1169
2026 Q1	$232K	Buy	15,586 +244	+2%	+$4.05K	﹤0.01%	1136
2025 Q4	$268K	Buy	15,342 +812	+6%	+$12.9K	﹤0.01%	1067
2025 Q3	$206K	Sell	14,530 -305	-2%	-$4.3K	﹤0.01%	1155
2025 Q2	$210K	Buy	14,835 +1,682	+13%	+$22.2K	﹤0.01%	990
2025 Q1	$157K	Buy	13,153 +1,108	+9%	+$12.4K	﹤0.01%	990
2024 Q4	$122K	Buy	12,045 +1,411	+13%	+$14K	﹤0.01%	1017
2024 Q3	$100K	Buy	+10,634	New	+$94.6K	﹤0.01%	970

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Perigon Wealth Management's NWG Position: Q3 2026 in Review

Perigon Wealth Management increased its NatWest (NWG) stake by 13% in Q3 2026, buying an estimated $38.4K and bringing the position to 17,719 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #1108.

Perigon Wealth Management first reported a position in NWG in Q3 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

Perigon Wealth Management held 17,719 shares of NatWest worth $322K as of Q3 2026.
Perigon Wealth Management bought 2,081 NatWest shares in Q3 2026, an estimated $38.4K.
NatWest made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1108 holding.
Perigon Wealth Management first reported a position in NatWest in Q3 2024 and has held it in 9 quarters since.
263 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.