Physician Wealth Advisors’s NatWest NWG Stock Holding History

Physician Wealth Advisors’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	$5.36K	Buy	304 +122	+67%	+$1.96K	﹤0.01%	1059
2026 Q1	$2.71K	Hold	182	–	–	﹤0.01%	1226
2025 Q4	$3.19K	Buy	182 +46	+34%	+$729	﹤0.01%	1115
2025 Q3	$1.93K	Buy	136 +35	+35%	+$494	﹤0.01%	1245
2025 Q2	$1.43K	Hold	101	–	–	﹤0.01%	1189
2025 Q1	$1.2K	Hold	101	–	–	﹤0.01%	981
2024 Q4	$1.03K	Buy	+101	New	+$1K	﹤0.01%	934

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

Physician Wealth Advisors's NWG Position: Q2 2026 in Review

Physician Wealth Advisors increased its NatWest (NWG) stake by 67% in Q2 2026, buying an estimated $1.96K and bringing the position to 304 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Physician Wealth Advisors first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Physician Wealth Advisors held 304 shares of NatWest worth $5.36K as of Q2 2026.
Physician Wealth Advisors bought 122 NatWest shares in Q2 2026, an estimated $1.96K.
NatWest made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1059 holding.
Physician Wealth Advisors first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.