Rockefeller Capital Management
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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Capital Management's NWG Position: Q1 2026 in Review

Rockefeller Capital Management increased its NatWest (NWG) stake by 100% in Q1 2026, buying an estimated $331K and bringing the position to 39,867 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Rockefeller Capital Management first reported a position in NWG in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.95M in Q1 2023. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Rockefeller Capital Management held 39,867 shares of NatWest worth $594K as of Q1 2026.
  • Rockefeller Capital Management bought 19,911 NatWest shares in Q1 2026, an estimated $331K.
  • NatWest made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1869 holding.
  • Rockefeller Capital Management first reported a position in NatWest in Q4 2018 and has held it in 21 quarters since.
  • Rockefeller Capital Management's NatWest position peaked at $1.95M in Q1 2023.
  • 407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.