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Rachor Investment Advisory Services’s NatWest NWG Stock Holding History

Rachor Investment Advisory 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 		$36.1K Buy
2,048
+78
+4% +$1.25K 0.02% 68
2026
Q1 		$29.4K Hold
1,970
– – 0.02% 71
2025
Q4 		$34.5K Buy
+1,970
New +$31.2K 0.02% 59

Other funds holding NWG

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BHWML
Bellars Harris Wealth Management, LLC Virginia Beach, Virginia $491M AUM

Rachor Investment Advisory Services's NWG Position: Q2 2026 in Review

Rachor Investment Advisory Services increased its NatWest (NWG) stake by 4% in Q2 2026, buying an estimated $1.25K and bringing the position to 2,048 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #68.

Rachor Investment Advisory Services first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Rachor Investment Advisory Services held 2,048 shares of NatWest worth $36.1K as of Q2 2026.
  • Rachor Investment Advisory Services bought 78 NatWest shares in Q2 2026, an estimated $1.25K.
  • NatWest made up 0.02% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #68 holding.
  • Rachor Investment Advisory Services first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.