Pinnacle Associates’s NatWest NWG Stock Holding History

Pinnacle Associates’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	$217K	Hold	12,323	–	–	﹤0.01%	906
2026 Q1	$184K	Buy	+12,323	New	+$205K	﹤0.01%	918

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

Pinnacle Associates's NWG Position: Q2 2026 in Review

Pinnacle Associates held its NatWest (NWG) position steady in Q2 2026 at 12,323 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Pinnacle Associates first reported a position in NWG in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Pinnacle Associates held 12,323 shares of NatWest worth $217K as of Q2 2026.
Pinnacle Associates left its NatWest share count unchanged in Q2 2026.
NatWest made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #906 holding.
Pinnacle Associates first reported a position in NatWest in Q1 2026 and has held it in 2 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.