Steward Partners Investment Advisory’s NatWest NWG Stock Holding History

Steward Partners Investment Advisory’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	$72K	Sell	4,085 -123	-3%	-$1.98K	﹤0.01%	2769
2026 Q1	$62.7K	Sell	4,208 -459	-10%	-$7.63K	﹤0.01%	2657
2025 Q4	$81.7K	Buy	4,667 +695	+17%	+$11K	﹤0.01%	2407
2025 Q3	$56.2K	Buy	3,972 +2,703	+213%	+$38.1K	﹤0.01%	2546
2025 Q2	$18K	Buy	1,269 +644	+103%	+$8.51K	﹤0.01%	2970
2025 Q1	$7.45K	Sell	625 -536	-46%	-$6.01K	﹤0.01%	3229
2024 Q4	$11.8K	Buy	1,161 +1,006	+649%	+$9.96K	﹤0.01%	3031
2024 Q3	$1.45K	Sell	155 -366	-70%	-$3.26K	﹤0.01%	3492
2024 Q2	$4.18K	Sell	521 -1,791	-77%	-$13.9K	﹤0.01%	3102
2024 Q1	$15.7K	Buy	+2,312	New	+$13.7K	﹤0.01%	2625
2023 Q4	–	Sell	-269	Closed	-$1.57K	–	3541
2023 Q3	$1.57K	Hold	269	–	–	﹤0.01%	3122
2023 Q2	$1.65K	Hold	269	–	–	﹤0.01%	3063
2023 Q1	$1.77K	Hold	269	–	–	﹤0.01%	3040
2022 Q4	$1.74K	Hold	269	–	–	﹤0.01%	3044
2022 Q3	$1K	Hold	269	–	–	﹤0.01%	3145
2022 Q2	$2K	Hold	269	–	–	﹤0.01%	3023
2022 Q1	$2K	Hold	269	–	–	﹤0.01%	3099
2021 Q4	$2K	Hold	269	–	–	﹤0.01%	3028
2021 Q3	$2K	Hold	269	–	–	﹤0.01%	3000
2021 Q2	$2K	Hold	269	–	–	﹤0.01%	6886
2021 Q1	$1.56K	Hold	269	–	–	﹤0.01%	3263
2020 Q4	$1K	Hold	269	–	–	﹤0.01%	2797
2020 Q3	$1K	Hold	269	–	–	﹤0.01%	2676
2020 Q2	$1K	Hold	269	–	–	﹤0.01%	2593
2020 Q1	$0	Sell	269 -6	-2%	-$32	﹤0.01%	2632
2019 Q4	$1K	Sell	275 -4	-1%	-$25	﹤0.01%	2529
2019 Q3	$1K	Hold	279	–	–	﹤0.01%	2539
2019 Q2	$1K	Buy	+279	New	+$1.83K	﹤0.01%	2544
2017 Q3	–	Sell	-227	Closed	-$1K	–	1730
2017 Q2	$1K	Buy	+227	New	+$1.59K	﹤0.01%	1534

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

Steward Partners Investment Advisory's NWG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its NatWest (NWG) stake by 2.9% in Q2 2026, selling an estimated $1.98K and leaving 4,085 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Steward Partners Investment Advisory first reported a position in NWG in Q2 2017 and has held it in 29 quarters since. The position peaked at $81.7K in Q4 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Steward Partners Investment Advisory held 4,085 shares of NatWest worth $72K as of Q2 2026.
Steward Partners Investment Advisory sold 123 NatWest shares in Q2 2026, an estimated $1.98K.
NatWest made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2769 holding.
Steward Partners Investment Advisory first reported a position in NatWest in Q2 2017 and has held it in 29 quarters since.
Steward Partners Investment Advisory's NatWest position peaked at $81.7K in Q4 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.