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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
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 $2.3T 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

Pinnacle Wealth Planning Services's NWG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its NatWest (NWG) stake by 5.9% in Q2 2026, selling an estimated $22.4K and leaving 22,134 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #279.

Pinnacle Wealth Planning Services first reported a position in NWG in Q4 2020 and has held it in 13 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 22,134 shares of NatWest worth $390K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,393 NatWest shares in Q2 2026, an estimated $22.4K.
  • NatWest made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #279 holding.
  • Pinnacle Wealth Planning Services first reported a position in NatWest in Q4 2020 and has held it in 13 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.