Raymond James Financial’s NatWest NWG Stock Holding History

Raymond James Financial’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 Q1	$53.7M	Sell	3,603,343 -253,169	-7%	-$4.21M	0.02%	814
2025 Q4	$67.5M	Buy	3,856,512 +17,974	+0.5%	+$285K	0.02%	672
2025 Q3	$54.3M	Sell	3,838,538 -42,545	-1%	-$600K	0.02%	759
2025 Q2	$54.9M	Buy	3,881,083 +647,828	+20%	+$8.56M	0.02%	713
2025 Q1	$38.5M	Buy	3,233,255 +545,017	+20%	+$6.11M	0.01%	862
2024 Q4	$27.3M	Buy	+2,688,238	New	+$26.6M	0.01%	1099

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial's NWG Position: Q1 2026 in Review

Raymond James Financial reduced its NatWest (NWG) stake by 6.6% in Q1 2026, selling an estimated $4.21M and leaving 3,603,343 shares worth $53.7M. The position accounts for 0.02% of the portfolio, ranked #814.

Raymond James Financial first reported a position in NWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $67.5M in Q4 2025. 409 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Raymond James Financial held 3,603,343 shares of NatWest worth $53.7M as of Q1 2026.
Raymond James Financial sold 253,169 NatWest shares in Q1 2026, an estimated $4.21M.
NatWest made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #814 holding.
Raymond James Financial first reported a position in NatWest in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's NatWest position peaked at $67.5M in Q4 2025.
409 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.