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Private Trust Company’s NatWest NWG Stock Holding History

Private Trust Company’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 		$44.2K Sell
2,506
-1,037
-29% -$16.7K ﹤0.01% 1433
2026
Q1 		$52.8K Sell
3,543
-764
-18% -$12.7K ﹤0.01% 1277
2025
Q4 		$75.4K Buy
4,307
+941
+28% +$14.9K 0.01% 1127
2025
Q3 		$47.6K Buy
3,366
+166
+5% +$2.34K ﹤0.01% 1283
2025
Q2 		$45.3K Buy
3,200
+413
+15% +$5.46K ﹤0.01% 1255
2025
Q1 		$33.2K Buy
2,787
+258
+10% +$2.89K ﹤0.01% 1352
2024
Q4 		$25.7K Sell
2,529
-206
-8% -$2.04K ﹤0.01% 1403
2024
Q3 		$25.6K Buy
2,735
+1,499
+121% +$13.3K ﹤0.01% 1380
2024
Q2 		$9.93K Buy
+1,236
New +$9.59K ﹤0.01% 1685
2014
Q3 		– Sell
-557
Closed -$7K – 1994
2014
Q2 		$7K Sell
557
-1,207
-68% -$14.2K ﹤0.01% 1185
2014
Q1 		$20K Hold
1,764
– – 0.01% 736
2013
Q4 		$22K Hold
1,764
– – 0.01% 679
2013
Q3 		$22K Buy
1,764
+991
+128% +$11.1K 0.01% 635
2013
Q2 		$7K Buy
+773
New +$7.77K ﹤0.01% 970

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 Trust Company's NWG Position: Q2 2026 in Review

Private Trust Company reduced its NatWest (NWG) stake by 29% in Q2 2026, selling an estimated $16.7K and leaving 2,506 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Private Trust Company first reported a position in NWG in Q2 2013 and has held it in 14 quarters since. The position peaked at $75.4K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Private Trust Company held 2,506 shares of NatWest worth $44.2K as of Q2 2026.
  • Private Trust Company sold 1,037 NatWest shares in Q2 2026, an estimated $16.7K.
  • NatWest made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1433 holding.
  • Private Trust Company first reported a position in NatWest in Q2 2013 and has held it in 14 quarters since.
  • Private Trust Company's NatWest position peaked at $75.4K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.