Retirement Wealth Solutions’s NatWest NWG Stock Holding History

Retirement Wealth Solutions’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	$15K	Buy	849 +69	+9%	+$1.11K	0.01%	186
2026 Q1	$11.6K	Sell	780 -62	-7%	-$1.03K	0.01%	195
2025 Q4	$14.7K	Buy	842 +11	+1%	+$174	0.01%	185
2025 Q3	$11.8K	Buy	831 +468	+129%	+$6.6K	0.01%	208
2025 Q2	$5.14K	Buy	363 +198	+120%	+$2.62K	﹤0.01%	293
2025 Q1	$1.97K	Buy	+165	New	+$1.85K	﹤0.01%	363

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

Retirement Wealth Solutions's NWG Position: Q2 2026 in Review

Retirement Wealth Solutions increased its NatWest (NWG) stake by 8.8% in Q2 2026, buying an estimated $1.11K and bringing the position to 849 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #186.

Retirement Wealth Solutions first reported a position in NWG in Q1 2025 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Retirement Wealth Solutions held 849 shares of NatWest worth $15K as of Q2 2026.
Retirement Wealth Solutions bought 69 NatWest shares in Q2 2026, an estimated $1.11K.
NatWest made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #186 holding.
Retirement Wealth Solutions first reported a position in NatWest in Q1 2025 and has held it in 6 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.