Savvy Advisors Inc’s NatWest NWG Stock Holding History

Savvy Advisors Inc’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	–	Sell	-14,065	Closed	-$210K	–	1316
2026 Q1	$210K	Buy	14,065 +3,834	+37%	+$63.7K	0.01%	1040
2025 Q4	$179K	Buy	+10,231	New	+$162K	0.01%	962

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

Savvy Advisors Inc's NWG Position: Q2 2026 in Review

Savvy Advisors Inc sold out of NatWest (NWG) in Q2 2026, closing a stake of 14,065 shares — an estimated $210K sold.

Savvy Advisors Inc first reported a position in NWG in Q4 2025 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Savvy Advisors Inc reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
Savvy Advisors Inc sold 14,065 NatWest shares in Q2 2026, an estimated $210K.
Savvy Advisors Inc first reported a position in NatWest in Q4 2025 and held it in 2 quarters.
Savvy Advisors Inc's NatWest position peaked at $210K in Q1 2026.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.