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Ritholtz Wealth Management’s NatWest NWG Stock Holding History

Ritholtz Wealth Management’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 		$7.68M Buy
435,479
+14,767
+4% +$237K 0.11% 110
2026
Q1 		$6.27M Buy
420,712
+32,314
+8% +$537K 0.11% 119
2025
Q4 		$6.8M Buy
388,398
+45,776
+13% +$726K 0.12% 95
2025
Q3 		$4.85M Buy
342,622
+45,039
+15% +$635K 0.09% 138
2025
Q2 		$4.21M Buy
297,583
+77,536
+35% +$1.02M 0.09% 132
2025
Q1 		$2.62M Buy
220,047
+15,534
+8% +$174K 0.08% 186
2024
Q4 		$2.08M Buy
204,513
+73,934
+57% +$732K 0.06% 227
2024
Q3 		$1.22M Buy
130,579
+27,238
+26% +$242K 0.04% 334
2024
Q2 		$830K Buy
103,341
+4,846
+5% +$37.6K 0.03% 395
2024
Q1 		$670K Sell
98,495
-68,026
-41% -$404K 0.02% 458
2023
Q4 		$938K Sell
166,521
-144,185
-46% -$766K 0.04% 345
2023
Q3 		$1.81M Sell
310,706
-143,361
-32% -$866K 0.08% 159
2023
Q2 		$2.78M Sell
454,067
-73,645
-14% -$484K 0.13% 98
2023
Q1 		$3.48M Sell
527,712
-47,237
-8% -$333K 0.17% 75
2022
Q4 		$3.71M Sell
574,949
-1,785
-0.3% -$10.5K 0.21% 72
2022
Q3 		$2.88M Sell
576,734
-43,879
-7% -$270K 0.15% 88
2022
Q2 		$3.64M Buy
620,613
+329,731
+113% +$1.98M 0.23% 54
2022
Q1 		$1.78M Buy
290,882
+108,936
+60% +$735K 0.12% 102
2021
Q4 		$1.2M Buy
181,946
+90,901
+100% +$590K 0.07% 139
2021
Q3 		$597K Buy
91,045
+41,069
+82% +$256K 0.04% 234
2021
Q2 		$304K Sell
49,976
-1,447
-3% -$8.75K 0.02% 362
2021
Q1 		$297K Sell
51,423
-265
-0.5% -$1.37K 0.02% 307
2020
Q4 		$252K Sell
51,688
-52,502
-50% -$210K 0.02% 291
2020
Q3 		$302K Sell
104,190
-129,107
-55% -$400K 0.03% 208
2020
Q2 		$766K Buy
233,297
+178,493
+326% +$555K 0.1% 84
2020
Q1 		$161K Buy
+54,804
New +$288K 0.03% 146

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ritholtz Wealth Management's NWG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its NatWest (NWG) stake by 3.5% in Q2 2026, buying an estimated $237K and bringing the position to 435,479 shares worth $7.68M. The position accounts for 0.11% of the portfolio, ranked #110.

Ritholtz Wealth Management first reported a position in NWG in Q1 2020 and has held it in 26 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Ritholtz Wealth Management held 435,479 shares of NatWest worth $7.68M as of Q2 2026.
  • Ritholtz Wealth Management bought 14,767 NatWest shares in Q2 2026, an estimated $237K.
  • NatWest made up 0.11% of Ritholtz Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Ritholtz Wealth Management first reported a position in NatWest in Q1 2020 and has held it in 26 quarters since.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.