TrueNorth Wealth & Impact, LLC’s NatWest NWG Stock Holding History

TrueNorth Wealth & Impact, LLC’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 Q3	$321K	Buy	+17,736	New	+$327K	0.12%	126

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's NWG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in NatWest (NWG) in Q3 2026: 17,736 shares worth $321K. The stake represents 0.12% of the portfolio and ranks #126 among its holdings.

370 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 17,736 shares of NatWest worth $321K as of Q3 2026.
NatWest was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
NatWest made up 0.12% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #126 holding.
370 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.