Root Financial Partners
NWG icon

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
Q3 		$25.8K Buy
+1,423
New +$26.3K ﹤0.01% 1415
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% +$3.72K ﹤0.01% 1006
2025
Q3 		$18.7K Buy
+1,321
New +$18.6K ﹤0.01% 1154

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Gradient Investments
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AssetMark Inc
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Vise Technologies
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Evergreen Capital Management
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Root Financial Partners's NWG Position: Q3 2026 in Review

Root Financial Partners opened a new position in NatWest (NWG) in Q3 2026: 1,423 shares worth $25.8K. The stake represents ﹤0.01% of the portfolio and ranks #1415 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NWG as recently as Q1 2026.

Root Financial Partners first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. The position peaked at $27.2K in Q4 2025. 147 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Root Financial Partners held 1,423 shares of NatWest worth $25.8K as of Q3 2026.
  • NatWest was a new Root Financial Partners position in Q3 2026.
  • NatWest made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1415 holding.
  • Root Financial Partners first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's NatWest position peaked at $27.2K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.