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Stephens Inc’s NatWest NWG Stock Holding History

Stephens 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
-10,796
Closed -$161K – 1375
2026
Q1 		$161K Sell
10,796
-3,586
-25% -$59.6K ﹤0.01% 1229
2025
Q4 		$252K Buy
14,382
+1,582
+12% +$25.1K ﹤0.01% 1106
2025
Q3 		$181K Buy
12,800
+575
+5% +$8.11K ﹤0.01% 1228
2025
Q2 		$173K Buy
+12,225
New +$162K ﹤0.01% 1187

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stephens Inc's NWG Position: Q2 2026 in Review

Stephens Inc sold out of NatWest (NWG) in Q2 2026, closing a stake of 10,796 shares — an estimated $161K sold.

Stephens Inc first reported a position in NWG in Q2 2025 and held it in 4 quarters. The position peaked at $252K in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Stephens Inc reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 10,796 NatWest shares in Q2 2026, an estimated $161K.
  • Stephens Inc first reported a position in NatWest in Q2 2025 and held it in 4 quarters.
  • Stephens Inc's NatWest position peaked at $252K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.