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Strategic Global Advisors’s NatWest NWG Stock Holding History

Strategic Global Advisors’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 		$498K Sell
28,228
-82,375
-74% -$1.32M 0.07% 119
2026
Q1 		$1.65M Buy
110,603
+23,472
+27% +$390K 0.26% 91
2025
Q4 		$1.52M Buy
87,131
+9,806
+13% +$155K 0.24% 102
2025
Q3 		$1.09M Sell
77,325
-7,002
-8% -$98.8K 0.17% 108
2025
Q2 		$1.19M Buy
84,327
+9,635
+13% +$127K 0.19% 103
2025
Q1 		$890K Sell
74,692
-1,604
-2% -$18K 0.18% 110
2024
Q4 		$776K Buy
76,296
+5,286
+7% +$52.3K 0.14% 108
2024
Q3 		$665K Buy
71,010
+42,022
+145% +$374K 0.13% 115
2024
Q2 		$429K Sell
28,988
-27,120
-48% -$211K 0.09% 118
2024
Q1 		$382K Sell
56,108
-518
-0.9% -$3.07K 0.08% 127
2023
Q4 		$319K Sell
56,626
-909
-2% -$4.83K 0.07% 136
2023
Q3 		$335K Sell
57,535
-3,579
-6% -$21.6K 0.06% 130
2023
Q2 		$374K Sell
61,114
-1,166
-2% -$7.66K 0.06% 128
2023
Q1 		$411K Sell
62,280
-2,916
-4% -$20.6K 0.07% 122
2022
Q4 		$421K Buy
65,196
+39
+0.1% +$228 0.07% 119
2022
Q3 		$325K Buy
65,157
+16,558
+34% +$102K 0.05% 127
2022
Q2 		$285K Sell
48,599
-747
-2% -$4.48K 0.04% 136
2022
Q1 		$302K Buy
49,346
+683
+1% +$4.61K 0.04% 127
2021
Q4 		$1.44M Buy
+48,663
New +$316K 0.19% 114
2015
Q1 		– Sell
-11,856
Closed -$155K – 142
2014
Q4 		$155K Buy
+11,856
New +$152K 0.14% 129

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

Strategic Global Advisors's NWG Position: Q2 2026 in Review

Strategic Global Advisors reduced its NatWest (NWG) stake by 74% in Q2 2026, selling an estimated $1.32M and leaving 28,228 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #119.

Strategic Global Advisors first reported a position in NWG in Q4 2014 and has held it in 20 quarters since. The position peaked at $1.65M in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Strategic Global Advisors held 28,228 shares of NatWest worth $498K as of Q2 2026.
  • Strategic Global Advisors sold 82,375 NatWest shares in Q2 2026, an estimated $1.32M.
  • NatWest made up 0.07% of Strategic Global Advisors's portfolio in Q2 2026, its #119 holding.
  • Strategic Global Advisors first reported a position in NatWest in Q4 2014 and has held it in 20 quarters since.
  • Strategic Global Advisors's NatWest position peaked at $1.65M in Q1 2026.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.