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Root Financial Partners’s NatWest NWG Stock Holding History

Root Financial Partners’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 		– Sell
-791
Closed -$11.8K – 2251
2026
Q1 		$11.8K Sell
791
-765
-49% -$12.7K ﹤0.01% 1603
2025
Q4 		$27.2K Buy
1,556
+235
+18% +$3.73K ﹤0.01% 1006
2025
Q3 		$18.7K Buy
+1,321
New +$18.6K ﹤0.01% 1154

Other funds holding NWG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Root Financial Partners's NWG Position: Q2 2026 in Review

Root Financial Partners sold out of NatWest (NWG) in Q2 2026, closing a stake of 791 shares — an estimated $11.8K sold.

Root Financial Partners first reported a position in NWG in Q3 2025 and held it in 3 quarters. The position peaked at $27.2K in Q4 2025. 132 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Root Financial Partners reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 791 NatWest shares in Q2 2026, an estimated $11.8K.
  • Root Financial Partners first reported a position in NatWest in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NatWest position peaked at $27.2K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.