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Private Advisor Group’s NatWest NWG Stock Holding History

Private Advisor 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
-45,393
Closed -$676K – 2783
2026
Q1 		$676K Buy
45,393
+401
+0.9% +$6.66K ﹤0.01% 1680
2025
Q4 		$787K Buy
44,992
+774
+2% +$12.3K ﹤0.01% 1544
2025
Q3 		$626K Buy
44,218
+1,153
+3% +$16.3K ﹤0.01% 1651
2025
Q2 		$609K Buy
43,065
+855
+2% +$11.3K ﹤0.01% 1586
2025
Q1 		$503K Sell
42,210
-14,903
-26% -$167K ﹤0.01% 1594
2024
Q4 		$581K Buy
57,113
+4,244
+8% +$42K ﹤0.01% 1487
2024
Q3 		$495K Buy
52,869
+6,199
+13% +$55.2K ﹤0.01% 1620
2024
Q2 		$375K Buy
46,670
+6,794
+17% +$52.7K ﹤0.01% 1730
2024
Q1 		$271K Buy
39,876
+2,891
+8% +$17.2K ﹤0.01% 1912
2023
Q4 		$208K Sell
36,985
-2,397
-6% -$12.7K ﹤0.01% 2022
2023
Q3 		$230K Sell
39,382
-46
-0.1% -$278 ﹤0.01% 1799
2023
Q2 		$250K Buy
39,428
+1,655
+4% +$10.9K ﹤0.01% 1734
2023
Q1 		$249K Buy
37,773
+10,035
+36% +$70.8K ﹤0.01% 1676
2022
Q4 		$179K Buy
27,738
+8,661
+45% +$50.7K 0.01% 902
2022
Q3 		$95K Sell
19,077
-5,731
-23% -$35.3K ﹤0.01% 1784
2022
Q2 		$146K Buy
24,808
+10,007
+68% +$60K ﹤0.01% 1899
2022
Q1 		$90K Buy
14,801
+125
+0.9% +$843 ﹤0.01% 2004
2021
Q4 		$96K Sell
14,676
-14,274
-49% -$92.7K ﹤0.01% 2024
2021
Q3 		$190K Buy
28,950
+18,977
+190% +$118K ﹤0.01% 1878
2021
Q2 		$60K Buy
+9,973
New +$60.3K ﹤0.01% 1931
2020
Q3 		– Sell
-9,515
Closed -$31K – 2811
2020
Q2 		$31K Buy
+9,515
New +$29.6K ﹤0.01% 2340
2017
Q2 		– Sell
-13,868
Closed -$89K – 1442
2017
Q1 		$89K Buy
13,868
+1,223
+10% +$7.69K ﹤0.01% 1367
2016
Q4 		$75K Sell
12,645
-1,903
-13% -$10.2K ﹤0.01% 1228
2016
Q3 		$73K Buy
14,548
+417
+3% +$2.23K ﹤0.01% 1084
2016
Q2 		$63K Buy
+14,131
New +$99.1K ﹤0.01% 1076

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

Private Advisor Group's NWG Position: Q2 2026 in Review

Private Advisor Group sold out of NatWest (NWG) in Q2 2026, closing a stake of 45,393 shares — an estimated $676K sold.

Private Advisor Group first reported a position in NWG in Q2 2016 and held it in 25 quarters. The position peaked at $787K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Private Advisor Group reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 45,393 NatWest shares in Q2 2026, an estimated $676K.
  • Private Advisor Group first reported a position in NatWest in Q2 2016 and held it in 25 quarters.
  • Private Advisor Group's NatWest position peaked at $787K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.