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 Q2	$1.27M	Sell	71,894 -9,799	-12%	-$158K	0.06%	226
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

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

Rehmann Capital Advisory Group's NWG Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its NatWest (NWG) stake by 12% in Q2 2026, selling an estimated $158K and leaving 71,894 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #226.

Rehmann Capital Advisory Group first reported a position in NWG in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.35M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Rehmann Capital Advisory Group held 71,894 shares of NatWest worth $1.27M as of Q2 2026.
Rehmann Capital Advisory Group sold 9,799 NatWest shares in Q2 2026, an estimated $158K.
NatWest made up 0.06% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #226 holding.
Rehmann Capital Advisory Group first reported a position in NatWest in Q1 2018 and has held it in 23 quarters since.
Rehmann Capital Advisory Group's NatWest position peaked at $1.35M in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.