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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
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

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

Rothschild Investment LLC's NWG Position: Q1 2026 in Review

Rothschild Investment LLC increased its NatWest (NWG) stake by 23% in Q1 2026, buying an estimated $7.84K and bringing the position to 2,500 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Rothschild Investment LLC first reported a position in NWG in Q2 2013 and has held it in 19 quarters since. The position peaked at $746K in Q3 2013. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • Rothschild Investment LLC held 2,500 shares of NatWest worth $37.3K as of Q1 2026.
  • Rothschild Investment LLC bought 472 NatWest shares in Q1 2026, an estimated $7.84K.
  • NatWest made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1210 holding.
  • Rothschild Investment LLC first reported a position in NatWest in Q2 2013 and has held it in 19 quarters since.
  • Rothschild Investment LLC's NatWest position peaked at $746K in Q3 2013.
  • 407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.