Spire Wealth Management’s NatWest NWG Stock Holding History

Spire Wealth 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	$70.5K	Sell	4,000 -1,500	-27%	-$24.1K	﹤0.01%	1074
2026 Q1	$82K	Sell	5,500 -45,817	-89%	-$761K	﹤0.01%	1030
2025 Q4	$898K	Sell	51,317 -4,137	-7%	-$65.6K	0.03%	412
2025 Q3	$785K	Sell	55,454 -520	-0.9%	-$7.34K	0.03%	422
2025 Q2	$792K	Buy	55,974 +55,278	+7,942%	+$731K	0.03%	403
2025 Q1	$8.3K	Sell	696 -995	-59%	-$11.2K	﹤0.01%	1893
2024 Q4	$17.2K	Buy	+1,691	New	+$16.7K	﹤0.01%	1667
2022 Q3	–	Sell	-3,553	Closed	-$21K	–	2476
2022 Q2	$21K	Sell	3,553 -439	-11%	-$2.63K	﹤0.01%	1650
2022 Q1	$24K	Buy	3,992 +3,648	+1,060%	+$24.6K	﹤0.01%	1740
2021 Q4	$2K	Buy	344 +47	+16%	+$305	﹤0.01%	2793
2021 Q3	$2K	Hold	297	–	–	﹤0.01%	2473
2021 Q2	$2K	Hold	297	–	–	﹤0.01%	2490
2021 Q1	$2K	Buy	+297	New	+$1.53K	﹤0.01%	2870

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

Spire Wealth Management's NWG Position: Q2 2026 in Review

Spire Wealth Management reduced its NatWest (NWG) stake by 27% in Q2 2026, selling an estimated $24.1K and leaving 4,000 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Spire Wealth Management first reported a position in NWG in Q1 2021 and has held it in 13 quarters since. The position peaked at $898K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Spire Wealth Management held 4,000 shares of NatWest worth $70.5K as of Q2 2026.
Spire Wealth Management sold 1,500 NatWest shares in Q2 2026, an estimated $24.1K.
NatWest made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1074 holding.
Spire Wealth Management first reported a position in NatWest in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's NatWest position peaked at $898K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.