Rockefeller Capital Management’s NatWest NWG Stock Holding History

Rockefeller Capital 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	$723K	Buy	40,984 +1,117	+3%	+$18K	﹤0.01%	1890
2026 Q1	$594K	Buy	39,867 +19,911	+100%	+$331K	﹤0.01%	1869
2025 Q4	$349K	Buy	19,956 +15,863	+388%	+$251K	﹤0.01%	2084
2025 Q3	$57.9K	Buy	+4,093	New	+$57.7K	﹤0.01%	2833
2023 Q2	–	Sell	-295,285	Closed	-$1.95M	–	1966
2023 Q1	$1.95M	Hold	295,285	–	–	0.01%	818
2022 Q4	$1.91M	Sell	295,285 -3,035	-1%	-$17.8K	0.01%	764
2022 Q3	$1.49M	Buy	298,320 +296,407	+15,494%	+$1.82M	0.01%	865
2022 Q2	$11K	Buy	1,913 +1,451	+314%	+$8.7K	﹤0.01%	3073
2022 Q1	$2K	Sell	462 -10	-2%	-$67	﹤0.01%	3633
2021 Q4	$2K	Buy	472 +88	+23%	+$571	﹤0.01%	3561
2021 Q3	$2K	Sell	384 -745	-66%	-$4.64K	﹤0.01%	3464
2021 Q2	$6K	Buy	1,129 +129	+13%	+$780	﹤0.01%	2981
2021 Q1	$5K	Sell	1,000 -149	-13%	-$770	﹤0.01%	2903
2020 Q4	$5K	Sell	1,149 -586	-34%	-$2.34K	﹤0.01%	2439
2020 Q3	$5K	Sell	1,735 -178	-9%	-$552	﹤0.01%	2234
2020 Q2	$6K	Buy	1,913 +742	+63%	+$2.31K	﹤0.01%	2044
2020 Q1	$3K	Sell	1,171 -163,276	-99%	-$859K	﹤0.01%	2102
2019 Q4	$1.14M	Buy	164,447 +164,312	+121,713%	+$1.03M	0.01%	429
2019 Q3	$1K	Hold	135	–	–	﹤0.01%	1866
2019 Q2	$1K	Sell	135 -4,237	-97%	-$27.7K	﹤0.01%	1606
2019 Q1	$31K	Sell	4,372 -58,026	-93%	-$407K	﹤0.01%	1076
2018 Q4	$376K	Buy	+62,398	New	+$400K	0.01%	356

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

Rockefeller Capital Management's NWG Position: Q2 2026 in Review

Rockefeller Capital Management increased its NatWest (NWG) stake by 2.8% in Q2 2026, buying an estimated $18K and bringing the position to 40,984 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Rockefeller Capital Management first reported a position in NWG in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.95M in Q1 2023. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Rockefeller Capital Management held 40,984 shares of NatWest worth $723K as of Q2 2026.
Rockefeller Capital Management bought 1,117 NatWest shares in Q2 2026, an estimated $18K.
NatWest made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1890 holding.
Rockefeller Capital Management first reported a position in NatWest in Q4 2018 and has held it in 22 quarters since.
Rockefeller Capital Management's NatWest position peaked at $1.95M in Q1 2023.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.