Sequoia Financial Advisors’s NatWest NWG Stock Holding History

Sequoia Financial Advisors’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	$977K	Buy	55,392 +8,906	+19%	+$143K	﹤0.01%	961
2026 Q1	$693K	Sell	46,486 -4,488	-9%	-$74.6K	﹤0.01%	1079
2025 Q4	$892K	Sell	50,974 -1,968	-4%	-$31.2K	0.01%	947
2025 Q3	$749K	Buy	52,942 +18,732	+55%	+$264K	﹤0.01%	936
2025 Q2	$484K	Buy	34,210 +2,631	+8%	+$34.8K	﹤0.01%	1010
2025 Q1	$376K	Buy	31,579 +1,193	+4%	+$13.4K	﹤0.01%	974
2024 Q4	$309K	Buy	30,386 +415	+1%	+$4.11K	﹤0.01%	1013
2024 Q3	$281K	Buy	29,971 +643	+2%	+$5.72K	﹤0.01%	997
2024 Q2	$236K	Buy	29,328 +1,230	+4%	+$9.55K	﹤0.01%	1012
2024 Q1	$191K	Sell	28,098 -91,905	-77%	-$545K	﹤0.01%	1068
2023 Q4	$676K	Buy	120,003 +91,434	+320%	+$486K	0.01%	648
2023 Q3	$167K	Sell	28,569 -4,226	-13%	-$25.5K	﹤0.01%	882
2023 Q2	$201K	Buy	32,795 +2,998	+10%	+$19.7K	﹤0.01%	866
2023 Q1	$197K	Buy	29,797 +1,265	+4%	+$8.93K	﹤0.01%	768
2022 Q4	$184K	Buy	28,532 +9,969	+54%	+$58.4K	﹤0.01%	743
2022 Q3	$93K	Sell	18,563 -4,078	-18%	-$25.1K	﹤0.01%	513
2022 Q2	$133K	Buy	22,641 +1,510	+7%	+$9.05K	﹤0.01%	559
2022 Q1	$129K	Buy	21,131 +5,134	+32%	+$34.6K	﹤0.01%	633
2021 Q4	$105K	Buy	+15,997	New	+$104K	﹤0.01%	571

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

Sequoia Financial Advisors's NWG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its NatWest (NWG) stake by 19% in Q2 2026, buying an estimated $143K and bringing the position to 55,392 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Sequoia Financial Advisors first reported a position in NWG in Q4 2021 and has held it in 19 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Sequoia Financial Advisors held 55,392 shares of NatWest worth $977K as of Q2 2026.
Sequoia Financial Advisors bought 8,906 NatWest shares in Q2 2026, an estimated $143K.
NatWest made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #961 holding.
Sequoia Financial Advisors first reported a position in NatWest in Q4 2021 and has held it in 19 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.