Stratos Wealth Partners’s NatWest NWG Stock Holding History

Stratos Wealth Partners’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 Q1	–	Sell	-16,849	Closed	-$295K	–	1673
2025 Q4	$295K	Buy	16,849 +2,730	+19%	+$43.3K	﹤0.01%	1297
2025 Q3	$200K	Buy	+14,119	New	+$199K	﹤0.01%	1476
2018 Q4	–	Sell	-947	Closed	-$7K	–	1941
2018 Q3	$7K	Buy	+947	New	+$6.7K	﹤0.01%	2321
2018 Q2	–	Sell	-1,394	Closed	-$11K	–	2043
2018 Q1	$11K	Buy	1,394 +447	+47%	+$3.76K	﹤0.01%	2272
2017 Q4	$8K	Buy	+947	New	+$7.57K	﹤0.01%	2233

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's NWG Position: Q1 2026 in Review

Stratos Wealth Partners sold out of NatWest (NWG) in Q1 2026, closing a stake of 16,849 shares — an estimated $295K sold.

Stratos Wealth Partners first reported a position in NWG in Q4 2017 and held it in 5 quarters. The position peaked at $295K in Q4 2025. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Stratos Wealth Partners reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Partners sold 16,849 NatWest shares in Q1 2026, an estimated $295K.
Stratos Wealth Partners first reported a position in NatWest in Q4 2017 and held it in 5 quarters.
Stratos Wealth Partners's NatWest position peaked at $295K in Q4 2025.
408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.