PWG
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Portside Wealth Group’s NatWest NWG Stock Holding History

Portside Wealth Group’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 		– Sell
-25,992
Closed -$387K – 542
2026
Q1 		$387K Sell
25,992
-9,744
-27% -$162K 0.05% 316
2025
Q4 		$625K Buy
35,736
+4,489
+14% +$71.2K 0.08% 215
2025
Q3 		$442K Sell
31,247
-930
-3% -$13.1K 0.06% 279
2025
Q2 		$455K Buy
32,177
+17,876
+125% +$236K 0.07% 262
2025
Q1 		$170K Buy
+14,301
New +$160K 0.03% 415

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

Portside Wealth Group's NWG Position: Q2 2026 in Review

Portside Wealth Group sold out of NatWest (NWG) in Q2 2026, closing a stake of 25,992 shares — an estimated $387K sold.

Portside Wealth Group first reported a position in NWG in Q1 2025 and held it in 5 quarters. The position peaked at $625K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Portside Wealth Group reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 25,992 NatWest shares in Q2 2026, an estimated $387K.
  • Portside Wealth Group first reported a position in NatWest in Q1 2025 and held it in 5 quarters.
  • Portside Wealth Group's NatWest position peaked at $625K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.