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Sound Income Strategies’s NatWest NWG Stock Holding History

Sound Income Strategies’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
-1,093
Closed -$17K – 1760
2026
Q1 		$17K Buy
1,093
+198
+22% +$3.29K ﹤0.01% 1256
2025
Q4 		$15.7K Buy
895
+725
+426% +$11.5K ﹤0.01% 1256
2025
Q3 		$2.46K Hold
170
– – ﹤0.01% 1316
2025
Q2 		$2.41K Hold
170
– – ﹤0.01% 1233
2025
Q1 		$2.03K Hold
170
– – ﹤0.01% 1231
2024
Q4 		$1.73K Hold
170
– – ﹤0.01% 1188
2024
Q3 		$1.59K Hold
170
– – ﹤0.01% 1172
2024
Q2 		$1.36K Buy
+170
New +$1.32K ﹤0.01% 1162

Other funds holding NWG

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sound Income Strategies's NWG Position: Q2 2026 in Review

Sound Income Strategies sold out of NatWest (NWG) in Q2 2026, closing a stake of 1,093 shares — an estimated $17K sold.

Sound Income Strategies first reported a position in NWG in Q2 2024 and held it in 8 quarters. The position peaked at $17K in Q1 2026. 162 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Sound Income Strategies reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,093 NatWest shares in Q2 2026, an estimated $17K.
  • Sound Income Strategies first reported a position in NatWest in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's NatWest position peaked at $17K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.