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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
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 		$99.5K Buy
+10,634
New +$94.6K ﹤0.01% 970

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Perigon Wealth Management's NWG Position: Q2 2026 in Review

Perigon Wealth Management increased its NatWest (NWG) stake by 0.33% in Q2 2026, buying an estimated $836 and bringing the position to 15,638 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Perigon Wealth Management first reported a position in NWG in Q3 2024 and has held it in 8 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Perigon Wealth Management held 15,638 shares of NatWest worth $276K as of Q2 2026.
  • Perigon Wealth Management bought 52 NatWest shares in Q2 2026, an estimated $836.
  • NatWest made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1169 holding.
  • Perigon Wealth Management first reported a position in NatWest in Q3 2024 and has held it in 8 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.