Principia Wealth Advisory’s NatWest NWG Stock Holding History

Principia Wealth Advisory’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	$5.61K	Buy	318 +63	+25%	+$1.01K	﹤0.01%	340
2026 Q1	$3.8K	Buy	255 +20	+9%	+$332	﹤0.01%	355
2025 Q4	$4.11K	Buy	235 +4	+2%	+$63	﹤0.01%	311
2025 Q3	$3.27K	Buy	231 +146	+172%	+$2.06K	﹤0.01%	352
2025 Q2	$1.2K	Buy	+85	New	+$1.12K	﹤0.01%	515

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principia Wealth Advisory's NWG Position: Q2 2026 in Review

Principia Wealth Advisory increased its NatWest (NWG) stake by 25% in Q2 2026, buying an estimated $1.01K and bringing the position to 318 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Principia Wealth Advisory first reported a position in NWG in Q2 2025 and has held it in 5 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Principia Wealth Advisory held 318 shares of NatWest worth $5.61K as of Q2 2026.
Principia Wealth Advisory bought 63 NatWest shares in Q2 2026, an estimated $1.01K.
NatWest made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #340 holding.
Principia Wealth Advisory first reported a position in NatWest in Q2 2025 and has held it in 5 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.