Pinnacle Wealth Planning Services
NWG icon

Pinnacle Wealth Planning Services’s NatWest NWG Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$405K Buy
22,287
+153
+0.7% +$2.82K 0.04% 275
2026
Q2 		$390K Sell
22,134
-1,393
-6% -$22.4K 0.04% 279
2026
Q1 		$351K Buy
23,527
+6,322
+37% +$105K 0.04% 290
2025
Q4 		$301K Buy
17,205
+2,427
+16% +$38.5K 0.03% 320
2025
Q3 		$209K Buy
14,778
+889
+6% +$12.5K 0.02% 440
2025
Q2 		$197K Buy
13,889
+1,443
+12% +$19.1K 0.03% 427
2025
Q1 		$148K Buy
12,446
+1,411
+13% +$15.8K 0.02% 371
2024
Q4 		$112K Sell
11,035
-485
-4% -$4.8K 0.02% 366
2024
Q3 		$108K Sell
11,520
-6,029
-34% -$53.6K 0.01% 504
2024
Q2 		$141K Sell
17,549
-108
-0.6% -$838 0.02% 450
2024
Q1 		$120K Buy
17,657
+610
+4% +$3.62K 0.02% 474
2023
Q4 		$96K Buy
17,047
+5,193
+44% +$27.6K 0.02% 459
2023
Q3 		$69.1K Buy
+11,854
New +$71.6K 0.01% 432
2021
Q1 		– Sell
-3,312
Closed -$16K – 1419
2020
Q4 		$16K Buy
+3,312
New +$13.2K ﹤0.01% 1240

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its NatWest (NWG) stake by 0.69% in Q3 2026, buying an estimated $2.82K and bringing the position to 22,287 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #275.

Pinnacle Wealth Planning Services first reported a position in NWG in Q4 2020 and has held it in 14 quarters since. 263 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 22,287 shares of NatWest worth $405K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 153 NatWest shares in Q3 2026, an estimated $2.82K.
  • NatWest made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #275 holding.
  • Pinnacle Wealth Planning Services first reported a position in NatWest in Q4 2020 and has held it in 14 quarters since.
  • 263 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.