Petros Family Wealth’s NatWest NWG Stock Holding History

Petros Family Wealth’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 Q1	–	Sell	-10,374	Closed	-$182K	–	145
2025 Q4	$182K	Hold	10,374	–	–	0.12%	139
2025 Q3	$147K	Buy	+10,374	New	+$146K	0.12%	130

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Petros Family Wealth's NWG Position: Q1 2026 in Review

Petros Family Wealth sold out of NatWest (NWG) in Q1 2026, closing a stake of 10,374 shares — an estimated $182K sold.

Petros Family Wealth first reported a position in NWG in Q3 2025 and held it in 2 quarters. The position peaked at $182K in Q4 2025. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Petros Family Wealth reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
Petros Family Wealth sold 10,374 NatWest shares in Q1 2026, an estimated $182K.
Petros Family Wealth first reported a position in NatWest in Q3 2025 and held it in 2 quarters.
Petros Family Wealth's NatWest position peaked at $182K in Q4 2025.
407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.