Smartleaf Asset Management’s NatWest NWG Stock Holding History

Smartleaf Asset Management’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	$800K	Hold	45,827	–	–	0.03%	457
2026 Q1	$656K	Buy	45,827 +3,365	+8%	+$55.9K	0.02%	476
2025 Q4	$747K	Buy	42,462 +5,392	+15%	+$85.5K	0.03%	440
2025 Q3	$517K	Buy	37,070 +5,982	+19%	+$84.4K	0.03%	472
2025 Q2	$437K	Buy	31,088 +1,473	+5%	+$19.5K	0.04%	398
2025 Q1	$354K	Buy	29,615 +267	+0.9%	+$2.99K	0.03%	435
2024 Q4	$299K	Buy	29,348 +10,695	+57%	+$106K	0.03%	438
2024 Q3	$174K	Buy	18,653 +6,617	+55%	+$58.9K	0.02%	536
2024 Q2	$97.6K	Buy	12,036 +692	+6%	+$5.37K	0.02%	579
2024 Q1	$76.9K	Buy	11,344 +564	+5%	+$3.35K	0.01%	585
2023 Q4	$61K	Buy	+10,780	New	+$57.2K	0.02%	511

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

Smartleaf Asset Management's NWG Position: Q2 2026 in Review

Smartleaf Asset Management held its NatWest (NWG) position steady in Q2 2026 at 45,827 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #457.

Smartleaf Asset Management first reported a position in NWG in Q4 2023 and has held it in 11 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Smartleaf Asset Management held 45,827 shares of NatWest worth $800K as of Q2 2026.
Smartleaf Asset Management left its NatWest share count unchanged in Q2 2026.
NatWest made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #457 holding.
Smartleaf Asset Management first reported a position in NatWest in Q4 2023 and has held it in 11 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.