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Principal Securities’s NatWest NWG Stock Holding History

Principal Securities’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 		$328K Sell
18,620
-3,204
-15% -$51.5K ﹤0.01% 1291
2026
Q1 		$325K Buy
21,824
+531
+2% +$8.82K ﹤0.01% 1166
2025
Q4 		$373K Sell
21,293
-787
-4% -$12.5K 0.01% 1049
2025
Q3 		$312K Buy
22,080
+3,877
+21% +$54.7K 0.01% 1107
2025
Q2 		$258K Buy
18,203
+1,055
+6% +$13.9K ﹤0.01% 1124
2025
Q1 		$174K Hold
17,148
– – ﹤0.01% 1183
2024
Q4 		$174K Buy
17,148
+2,194
+15% +$21.7K ﹤0.01% 1182
2024
Q3 		$140K Buy
14,954
+11,953
+398% +$106K ﹤0.01% 1242
2024
Q2 		$24.1K Buy
3,001
+827
+38% +$6.42K ﹤0.01% 1974
2024
Q1 		$14.8K Buy
2,174
+1,929
+787% +$11.4K ﹤0.01% 2159
2023
Q4 		$1.38K Buy
+245
New +$1.3K ﹤0.01% 2892

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

Principal Securities's NWG Position: Q2 2026 in Review

Principal Securities reduced its NatWest (NWG) stake by 15% in Q2 2026, selling an estimated $51.5K and leaving 18,620 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Principal Securities first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. The position peaked at $373K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Principal Securities held 18,620 shares of NatWest worth $328K as of Q2 2026.
  • Principal Securities sold 3,204 NatWest shares in Q2 2026, an estimated $51.5K.
  • NatWest made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1291 holding.
  • Principal Securities first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's NatWest position peaked at $373K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.