RCAG
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Rehmann Capital Advisory Group’s NatWest NWG Stock Holding History

Rehmann Capital Advisory 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
Q1 		$1.22M Buy
81,693
+4,437
+6% +$73.7K 0.06% 217
2025
Q4 		$1.35M Buy
77,256
+4,479
+6% +$71K 0.07% 189
2025
Q3 		$1.03M Buy
72,777
+3,799
+6% +$53.6K 0.06% 225
2025
Q2 		$976K Buy
68,978
+3,757
+6% +$49.7K 0.06% 213
2025
Q1 		$777K Buy
65,221
+3,380
+5% +$37.9K 0.05% 263
2024
Q4 		$629K Sell
61,841
-1,153
-2% -$11.4K 0.04% 297
2024
Q3 		$590K Buy
62,994
+1,709
+3% +$15.2K 0.04% 311
2024
Q2 		$492K Buy
61,285
+16,233
+36% +$126K 0.04% 324
2024
Q1 		$306K Buy
45,052
+4,741
+12% +$28.1K 0.02% 447
2023
Q4 		$227K Sell
40,311
-552
-1% -$2.93K 0.02% 505
2023
Q3 		$238K Buy
40,863
+3,058
+8% +$18.5K 0.02% 454
2023
Q2 		$231K Buy
37,805
+3,265
+9% +$21.4K 0.02% 487
2023
Q1 		$228K Buy
34,540
+1,154
+3% +$8.15K 0.02% 489
2022
Q4 		$216K Buy
33,386
+16,237
+95% +$95.1K 0.02% 503
2022
Q3 		$85.6K Buy
+17,149
New +$106K 0.01% 504
2019
Q3 		$5.26K Sell
958
-53
-5% -$294 ﹤0.01% 1206
2019
Q2 		$6.18K Buy
1,011
+419
+71% +$2.74K ﹤0.01% 1492
2019
Q1 		$4.15K Buy
592
+497
+523% +$3.49K ﹤0.01% 1573
2018
Q4 		$570 Buy
95
+49
+107% +$314 ﹤0.01% 1736
2018
Q3 		$326 Hold
46
– – ﹤0.01% 2082
2018
Q2 		$340 Hold
46
– – ﹤0.01% 2069
2018
Q1 		$0 Buy
+46
New +$387 ﹤0.01% 2032

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rehmann Capital Advisory Group's NWG Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its NatWest (NWG) stake by 5.7% in Q1 2026, buying an estimated $73.7K and bringing the position to 81,693 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #217.

Rehmann Capital Advisory Group first reported a position in NWG in Q1 2018 and has held it in 22 quarters since. The position peaked at $1.35M in Q4 2025. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Rehmann Capital Advisory Group held 81,693 shares of NatWest worth $1.22M as of Q1 2026.
  • Rehmann Capital Advisory Group bought 4,437 NatWest shares in Q1 2026, an estimated $73.7K.
  • NatWest made up 0.06% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #217 holding.
  • Rehmann Capital Advisory Group first reported a position in NatWest in Q1 2018 and has held it in 22 quarters since.
  • Rehmann Capital Advisory Group's NatWest position peaked at $1.35M in Q4 2025.
  • 408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.