Prospera Financial Services’s NatWest NWG Stock Holding History

Prospera Financial Services’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 Q3	$369K	Buy	23,873 +7,530	+46%	+$139K	﹤0.01%	1177
2026 Q2	$288K	Sell	16,343 -48,757	-75%	-$784K	﹤0.01%	1254
2026 Q1	$970K	Sell	65,100 -98,017	-60%	-$1.63M	0.02%	720
2025 Q4	$2.85M	Buy	163,117 +68,224	+72%	+$1.08M	0.05%	386
2025 Q3	$1.34M	Buy	94,893 +73,148	+336%	+$1.03M	0.02%	583
2025 Q2	$308K	Buy	+21,745	New	+$287K	0.01%	1095
2022 Q2	–	Sell	-95	Closed	-$1K	–	2277
2022 Q1	$1K	Buy	+95	New	+$641	﹤0.01%	2646
2020 Q4	–	Sell	-552	Closed	-$2K	–	1268
2020 Q3	$2K	Buy	+552	New	+$1.71K	﹤0.01%	1478

Other funds holding NWG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Prospera Financial Services's NWG Position: Q3 2026 in Review

Prospera Financial Services increased its NatWest (NWG) stake by 46% in Q3 2026, buying an estimated $139K and bringing the position to 23,873 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Prospera Financial Services first reported a position in NWG in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.85M in Q4 2025. 214 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

Prospera Financial Services held 23,873 shares of NatWest worth $369K as of Q3 2026.
Prospera Financial Services bought 7,530 NatWest shares in Q3 2026, an estimated $139K.
NatWest made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1177 holding.
Prospera Financial Services first reported a position in NatWest in Q3 2020 and has held it in 8 quarters since.
Prospera Financial Services's NatWest position peaked at $2.85M in Q4 2025.
214 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.