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Savant Capital’s NatWest NWG Stock Holding History

Savant 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 		$1.25M Buy
76,602
+37,344
+95% +$600K ﹤0.01% 783
2026
Q1 		$585K Buy
39,258
+2,501
+7% +$41.6K ﹤0.01% 826
2025
Q4 		$643K Buy
36,757
+6,429
+21% +$102K ﹤0.01% 736
2025
Q3 		$429K Buy
30,328
+138
+0.5% +$1.95K ﹤0.01% 858
2025
Q2 		$427K Buy
30,190
+1,939
+7% +$25.6K ﹤0.01% 813
2025
Q1 		$337K Sell
28,251
-3,699
-12% -$41.5K ﹤0.01% 790
2024
Q4 		$325K Buy
31,950
+6,671
+26% +$66K ﹤0.01% 1071
2024
Q3 		$237K Buy
25,279
+4,337
+21% +$38.6K ﹤0.01% 1202
2024
Q2 		$168K Buy
20,942
+7,959
+61% +$61.8K ﹤0.01% 1153
2024
Q1 		$88.3K Buy
+12,983
New +$77K ﹤0.01% 1077
2023
Q3 		– Sell
-12,893
Closed -$78.9K – 818
2023
Q2 		$78.9K Sell
12,893
-4,089
-24% -$26.9K ﹤0.01% 771
2023
Q1 		$112K Sell
16,982
-875
-5% -$6.18K ﹤0.01% 702
2022
Q4 		$115K Sell
17,857
-933
-5% -$5.46K ﹤0.01% 570
2022
Q3 		$94K Sell
18,790
-4,799
-20% -$29.5K ﹤0.01% 533
2022
Q2 		$138K Buy
23,589
+9,007
+62% +$54K ﹤0.01% 534
2022
Q1 		$89K Buy
14,582
+4,953
+51% +$33.4K ﹤0.01% 560
2021
Q4 		$63K Buy
+9,629
New +$62.5K ﹤0.01% 557

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

Savant Capital's NWG Position: Q2 2026 in Review

Savant Capital increased its NatWest (NWG) stake by 95% in Q2 2026, buying an estimated $600K and bringing the position to 76,602 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Savant Capital first reported a position in NWG in Q4 2021 and has held it in 17 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Savant Capital held 76,602 shares of NatWest worth $1.25M as of Q2 2026.
  • Savant Capital bought 37,344 NatWest shares in Q2 2026, an estimated $600K.
  • NatWest made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #783 holding.
  • Savant Capital first reported a position in NatWest in Q4 2021 and has held it in 17 quarters since.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.