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SageView Advisory Group’s NatWest NWG Stock Holding History

SageView Advisory Group’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 		– Sell
-1,012
Closed -$17.7K – 1822
2025
Q4 		$17.7K Buy
+1,012
New +$16K ﹤0.01% 1504
2024
Q2 		– Sell
-4,000
Closed -$215K – 673
2024
Q1 		$215K Buy
+4,000
New +$23.7K 0.01% 495

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SageView Advisory Group's NWG Position: Q1 2026 in Review

SageView Advisory Group sold out of NatWest (NWG) in Q1 2026, closing a stake of 1,012 shares — an estimated $17.7K sold.

SageView Advisory Group first reported a position in NWG in Q1 2024 and held it in 2 quarters. The position peaked at $215K in Q1 2024. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

  • SageView Advisory Group reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,012 NatWest shares in Q1 2026, an estimated $17.7K.
  • SageView Advisory Group first reported a position in NatWest in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's NatWest position peaked at $215K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.