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Prosperity Consulting Group’s NatWest NWG Stock Holding History

Prosperity Consulting 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 		$1.15M Sell
65,428
-4,598
-7% -$73.9K 0.04% 241
2026
Q1 		$1.04M Buy
+70,026
New +$1.16M 0.05% 242

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

Prosperity Consulting Group's NWG Position: Q2 2026 in Review

Prosperity Consulting Group reduced its NatWest (NWG) stake by 6.6% in Q2 2026, selling an estimated $73.9K and leaving 65,428 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #241.

Prosperity Consulting Group first reported a position in NWG in Q1 2026 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Prosperity Consulting Group held 65,428 shares of NatWest worth $1.15M as of Q2 2026.
  • Prosperity Consulting Group sold 4,598 NatWest shares in Q2 2026, an estimated $73.9K.
  • NatWest made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #241 holding.
  • Prosperity Consulting Group first reported a position in NatWest in Q1 2026 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.