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Sarah Ketterer’s NatWest NWG Stock Holding History

Sarah Ketterer’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 		$61.5M Buy
3,487,290
+498,981
+17% +$8.02M 0.67% 29
2026
Q1 		$44.5M Buy
2,988,309
+1,401,045
+88% +$23.3M 0.55% 44
2025
Q4 		$27.8M Buy
1,587,264
+151,301
+11% +$2.4M 0.38% 54
2025
Q3 		$20.3M Buy
1,435,963
+806,493
+128% +$11.4M 0.27% 72
2025
Q2 		$8.91M Sell
629,470
-135,232
-18% -$1.79M 0.14% 76
2025
Q1 		$9.12M Sell
764,702
-37,162
-5% -$417K 0.19% 64
2024
Q4 		$8.15M Sell
801,864
-323,200
-29% -$3.2M 0.19% 68
2024
Q3 		$10.5M Sell
1,125,064
-800,000
-42% -$7.12M 0.26% 62
2024
Q2 		$15.5M Buy
1,925,064
+78,819
+4% +$612K 0.42% 55
2024
Q1 		$12.6M Buy
1,846,245
+198,488
+12% +$1.18M 0.33% 60
2023
Q4 		$9.28M Buy
1,647,757
+602,975
+58% +$3.2M 0.24% 69
2023
Q3 		$6.13M Buy
+1,044,782
New +$6.31M 0.16% 75

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

Sarah Ketterer's NWG Position: Q2 2026 in Review

Sarah Ketterer increased its NatWest (NWG) stake by 17% in Q2 2026, buying an estimated $8.02M and bringing the position to 3,487,290 shares worth $61.5M. The position accounts for 0.67% of the portfolio, ranked #29.

Sarah Ketterer first reported a position in NWG in Q3 2023 and has held it in 12 quarters since. 422 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Sarah Ketterer held 3,487,290 shares of NatWest worth $61.5M as of Q2 2026.
  • Sarah Ketterer bought 498,981 NatWest shares in Q2 2026, an estimated $8.02M.
  • NatWest made up 0.67% of Sarah Ketterer's portfolio in Q2 2026, its #29 holding.
  • Sarah Ketterer first reported a position in NatWest in Q3 2023 and has held it in 12 quarters since.
  • 422 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Causeway Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.