Pure Financial Advisors’s NatWest NWG Stock Holding History

Pure Financial Advisors’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	$416K	Buy	23,593 +7,125	+43%	+$115K	0.01%	416
2026 Q1	$245K	Buy	16,468 +5,890	+56%	+$97.9K	﹤0.01%	501
2025 Q4	$185K	Buy	+10,578	New	+$168K	﹤0.01%	521

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

Pure Financial Advisors's NWG Position: Q2 2026 in Review

Pure Financial Advisors increased its NatWest (NWG) stake by 43% in Q2 2026, buying an estimated $115K and bringing the position to 23,593 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #416.

Pure Financial Advisors first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Pure Financial Advisors held 23,593 shares of NatWest worth $416K as of Q2 2026.
Pure Financial Advisors bought 7,125 NatWest shares in Q2 2026, an estimated $115K.
NatWest made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #416 holding.
Pure Financial Advisors first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.