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Plante Moran Financial Advisors’s NatWest NWG Stock Holding History

Plante Moran Financial 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 		$7.56K Buy
429
+163
+61% +$2.62K ﹤0.01% 589
2026
Q1 		$3.96K Hold
266
– – ﹤0.01% 588
2025
Q4 		$4.66K Hold
266
– – ﹤0.01% 644
2025
Q3 		$3.76K Buy
+266
New +$3.75K ﹤0.01% 632
2025
Q1 		– Sell
-409
Closed -$4.58K – 914
2024
Q4 		$4.16K Buy
+409
New +$4.05K ﹤0.01% 713

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

Plante Moran Financial Advisors's NWG Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its NatWest (NWG) stake by 61% in Q2 2026, buying an estimated $2.62K and bringing the position to 429 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Plante Moran Financial Advisors first reported a position in NWG in Q4 2024 and has held it in 5 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Plante Moran Financial Advisors held 429 shares of NatWest worth $7.56K as of Q2 2026.
  • Plante Moran Financial Advisors bought 163 NatWest shares in Q2 2026, an estimated $2.62K.
  • NatWest made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #589 holding.
  • Plante Moran Financial Advisors first reported a position in NatWest in Q4 2024 and has held it in 5 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.