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Rothschild Investment LLC’s NatWest NWG Stock Holding History

Rothschild Investment LLC’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 		$71K Buy
4,026
+1,526
+61% +$24.5K ﹤0.01% 1156
2026
Q1 		$37.3K Buy
2,500
+472
+23% +$7.84K ﹤0.01% 1210
2025
Q4 		$35.5K Buy
2,028
+31
+2% +$491 ﹤0.01% 1131
2025
Q3 		$28.3K Sell
1,997
-135
-6% -$1.91K ﹤0.01% 1151
2025
Q2 		$30.2K Buy
2,132
+134
+7% +$1.77K ﹤0.01% 909
2025
Q1 		$23.8K Sell
1,998
-871
-30% -$9.76K ﹤0.01% 953
2024
Q4 		$29.2K Sell
2,869
-116
-4% -$1.15K ﹤0.01% 911
2024
Q3 		$27.9K Buy
2,985
+230
+8% +$2.05K ﹤0.01% 922
2024
Q2 		$22.1K Buy
2,755
+1,092
+66% +$8.48K ﹤0.01% 949
2024
Q1 		$11.3K Buy
1,663
+1,335
+407% +$7.92K ﹤0.01% 1034
2023
Q4 		$1.85K Buy
+328
New +$1.74K ﹤0.01% 1156
2015
Q3 		– Sell
-47,849
Closed -$570K – 509
2015
Q2 		$570K Sell
47,849
-743
-2% -$8.63K 0.07% 283
2015
Q1 		$528K Sell
48,592
-1,857
-4% -$22.5K 0.06% 290
2014
Q4 		$658K Hold
50,449
– – 0.08% 248
2014
Q3 		$648K Sell
50,449
-3,250
-6% -$40.4K 0.08% 251
2014
Q2 		$653K Sell
53,699
-4,179
-7% -$49.1K 0.08% 225
2014
Q1 		$647K Hold
57,878
– – 0.09% 225
2013
Q4 		$706K Sell
57,878
-1,857
-3% -$22.3K 0.1% 215
2013
Q3 		$746K Sell
59,735
-9,750
-14% -$109K 0.11% 190
2013
Q2 		$629K Buy
+69,485
New +$699K 0.1% 196

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

Rothschild Investment LLC's NWG Position: Q2 2026 in Review

Rothschild Investment LLC increased its NatWest (NWG) stake by 61% in Q2 2026, buying an estimated $24.5K and bringing the position to 4,026 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Rothschild Investment LLC first reported a position in NWG in Q2 2013 and has held it in 20 quarters since. The position peaked at $746K in Q3 2013. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Rothschild Investment LLC held 4,026 shares of NatWest worth $71K as of Q2 2026.
  • Rothschild Investment LLC bought 1,526 NatWest shares in Q2 2026, an estimated $24.5K.
  • NatWest made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1156 holding.
  • Rothschild Investment LLC first reported a position in NatWest in Q2 2013 and has held it in 20 quarters since.
  • Rothschild Investment LLC's NatWest position peaked at $746K in Q3 2013.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.