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Personal CFO Solutions’s NatWest NWG Stock Holding History

Personal CFO Solutions’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 		$190K Sell
10,794
-3,177
-23% -$51.1K 0.03% 526
2026
Q1 		$215K Buy
13,971
+3,867
+38% +$64.2K 0.03% 489
2025
Q4 		$177K Buy
+10,104
New +$160K 0.03% 502

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

Personal CFO Solutions's NWG Position: Q2 2026 in Review

Personal CFO Solutions reduced its NatWest (NWG) stake by 23% in Q2 2026, selling an estimated $51.1K and leaving 10,794 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #526.

Personal CFO Solutions first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. The position peaked at $215K in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Personal CFO Solutions held 10,794 shares of NatWest worth $190K as of Q2 2026.
  • Personal CFO Solutions sold 3,177 NatWest shares in Q2 2026, an estimated $51.1K.
  • NatWest made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #526 holding.
  • Personal CFO Solutions first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
  • Personal CFO Solutions's NatWest position peaked at $215K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.