Sage Rhino Capital’s NatWest NWG Stock Holding History

Sage Rhino Capital’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	$224K	Buy	12,691 +408	+3%	+$6.56K	0.04%	311
2026 Q1	$183K	Buy	12,283 +243	+2%	+$4.04K	0.03%	309
2025 Q4	$211K	Buy	12,040 +250	+2%	+$3.96K	0.04%	270
2025 Q3	$167K	Buy	11,790 +365	+3%	+$5.15K	0.03%	279
2025 Q2	$162K	Buy	11,425 +79	+0.7%	+$1.04K	0.03%	257
2025 Q1	$135K	Buy	11,346 +612	+6%	+$6.86K	0.03%	252
2024 Q4	$109K	Sell	10,734 -125	-1%	-$1.24K	0.02%	259
2024 Q3	$102K	Buy	10,859 +460	+4%	+$4.09K	0.02%	266
2024 Q2	$83.5K	Buy	10,399 +343	+3%	+$2.66K	0.02%	239
2024 Q1	$68.4K	Buy	+10,056	New	+$59.7K	0.02%	232
2022 Q3	–	Sell	-9,874	Closed	-$58K	–	200
2022 Q2	$58K	Sell	9,874 -931	-9%	-$5.58K	0.02%	197
2022 Q1	$66K	Buy	10,805 +528	+5%	+$3.56K	0.02%	215
2021 Q4	$68K	Buy	+10,277	New	+$66.7K	0.02%	222
2020 Q3	–	Sell	-19,088	Closed	-$63K	–	173
2020 Q2	$63K	Buy	19,088 +4,881	+34%	+$15.2K	0.03%	165
2020 Q1	$42K	Buy	+14,207	New	+$74.8K	0.03%	139
2019 Q3	–	Sell	-9,951	Closed	-$61K	–	149
2019 Q2	$61K	Buy	+9,951	New	+$65.2K	0.04%	134

Other funds holding NWG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sage Rhino Capital's NWG Position: Q2 2026 in Review

Sage Rhino Capital increased its NatWest (NWG) stake by 3.3% in Q2 2026, buying an estimated $6.56K and bringing the position to 12,691 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #311.

Sage Rhino Capital first reported a position in NWG in Q2 2019 and has held it in 16 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Sage Rhino Capital held 12,691 shares of NatWest worth $224K as of Q2 2026.
Sage Rhino Capital bought 408 NatWest shares in Q2 2026, an estimated $6.56K.
NatWest made up 0.04% of Sage Rhino Capital's portfolio in Q2 2026, its #311 holding.
Sage Rhino Capital first reported a position in NatWest in Q2 2019 and has held it in 16 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.