Sagespring Wealth Partners’s NatWest NWG Stock Holding History

Sagespring Wealth 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	$471K	Sell	26,735 -809	-3%	-$13K	0.01%	545
2026 Q1	$410K	Sell	27,544 -971	-3%	-$16.1K	0.01%	557
2025 Q4	$499K	Buy	28,515 +2,604	+10%	+$41.3K	0.01%	474
2025 Q3	$367K	Sell	25,911 -5,145	-17%	-$72.6K	0.01%	541
2025 Q2	$439K	Buy	31,056 +4,747	+18%	+$62.8K	0.01%	470
2025 Q1	$314K	Buy	26,309 +3,609	+16%	+$40.5K	0.01%	503
2024 Q4	$231K	Buy	+22,700	New	+$225K	0.01%	551

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

Sagespring Wealth Partners's NWG Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its NatWest (NWG) stake by 2.9% in Q2 2026, selling an estimated $13K and leaving 26,735 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #545.

Sagespring Wealth Partners first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $499K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Sagespring Wealth Partners held 26,735 shares of NatWest worth $471K as of Q2 2026.
Sagespring Wealth Partners sold 809 NatWest shares in Q2 2026, an estimated $13K.
NatWest made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #545 holding.
Sagespring Wealth Partners first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's NatWest position peaked at $499K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.