Raffa Wealth Management’s NatWest NWG Stock Holding History

Raffa Wealth Management’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	$12K	Buy	679 +65	+11%	+$1.04K	﹤0.01%	388
2026 Q1	$9.15K	Sell	614 -77	-11%	-$1.28K	﹤0.01%	411
2025 Q4	$12.1K	Hold	691	–	–	﹤0.01%	346
2025 Q3	$9.78K	Hold	691	–	–	﹤0.01%	370
2025 Q2	$9.78K	Hold	691	–	–	﹤0.01%	381
2025 Q1	$8.24K	Buy	691 +132	+24%	+$1.48K	﹤0.01%	346
2024 Q4	$5.68K	Hold	559	–	–	﹤0.01%	426
2024 Q3	$5.23K	Hold	559	–	–	﹤0.01%	407
2024 Q2	$4.49K	Hold	559	–	–	﹤0.01%	557
2024 Q1	$3.8K	Sell	559 -8	-1%	-$47	﹤0.01%	555
2023 Q4	$3.19K	Hold	567	–	–	﹤0.01%	487
2023 Q3	$3.31K	Hold	567	–	–	﹤0.01%	453
2023 Q2	$3.47K	Sell	567 -65	-10%	-$427	﹤0.01%	464
2023 Q1	$4.17K	Hold	632	–	–	﹤0.01%	435
2022 Q4	$4.08K	Hold	632	–	–	﹤0.01%	426
2022 Q3	$3.15K	Sell	632 -1	-0.2%	-$6	﹤0.01%	483
2022 Q2	$3.72K	Hold	633	–	–	﹤0.01%	454
2022 Q1	$3.87K	Hold	633	–	–	﹤0.01%	470
2021 Q4	$4.17K	Hold	633	–	–	﹤0.01%	466
2021 Q3	$4.15K	Buy	+633	New	+$3.94K	﹤0.01%	415
2017 Q1	–	Sell	-101	Closed	-$603	–	705
2016 Q4	$603	Hold	101	–	–	﹤0.01%	668
2016 Q3	$508	Hold	101	–	–	﹤0.01%	722
2016 Q2	$512	Hold	101	–	–	﹤0.01%	680
2016 Q1	$695	Hold	101	–	–	﹤0.01%	532
2015 Q4	$967	Buy	101 +61	+153%	+$621	﹤0.01%	398
2015 Q3	$410	Hold	40	–	–	﹤0.01%	740
2015 Q2	$476	Hold	40	–	–	﹤0.01%	744
2015 Q1	$434	Buy	+40	New	+$485	﹤0.01%	763

Other funds holding NWG

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Raffa Wealth Management's NWG Position: Q2 2026 in Review

Raffa Wealth Management increased its NatWest (NWG) stake by 11% in Q2 2026, buying an estimated $1.04K and bringing the position to 679 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Raffa Wealth Management first reported a position in NWG in Q1 2015 and has held it in 28 quarters since. The position peaked at $12.1K in Q4 2025. 404 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Raffa Wealth Management held 679 shares of NatWest worth $12K as of Q2 2026.
Raffa Wealth Management bought 65 NatWest shares in Q2 2026, an estimated $1.04K.
NatWest made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #388 holding.
Raffa Wealth Management first reported a position in NatWest in Q1 2015 and has held it in 28 quarters since.
Raffa Wealth Management's NatWest position peaked at $12.1K in Q4 2025.
404 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.