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 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

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

Prospera Financial Services's NWG Position: Q2 2026 in Review

Prospera Financial Services reduced its NatWest (NWG) stake by 75% in Q2 2026, selling an estimated $784K and leaving 16,343 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Prospera Financial Services first reported a position in NWG in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.85M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Prospera Financial Services held 16,343 shares of NatWest worth $288K as of Q2 2026.
Prospera Financial Services sold 48,757 NatWest shares in Q2 2026, an estimated $784K.
NatWest made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1254 holding.
Prospera Financial Services first reported a position in NatWest in Q3 2020 and has held it in 7 quarters since.
Prospera Financial Services's NatWest position peaked at $2.85M in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.