Summit Global Investments’s NatWest NWG Stock Holding History

Summit Global Investments’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	$550K	Sell	31,202 -35,553	-53%	-$572K	0.03%	323
2026 Q1	$995K	Buy	66,755 +8,804	+15%	+$146K	0.06%	193
2025 Q4	$1.01M	Sell	57,951 -26,391	-31%	-$418K	0.06%	197
2025 Q3	$1.19M	Sell	84,342 -2,715	-3%	-$38.3K	0.07%	162
2025 Q2	$1.23M	Buy	87,057 +45,266	+108%	+$598K	0.07%	152
2025 Q1	$498K	Sell	41,791 -45,207	-52%	-$507K	0.04%	293
2024 Q4	$885K	Buy	+86,998	New	+$861K	0.06%	237

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

Summit Global Investments's NWG Position: Q2 2026 in Review

Summit Global Investments reduced its NatWest (NWG) stake by 53% in Q2 2026, selling an estimated $572K and leaving 31,202 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #323.

Summit Global Investments first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Summit Global Investments held 31,202 shares of NatWest worth $550K as of Q2 2026.
Summit Global Investments sold 35,553 NatWest shares in Q2 2026, an estimated $572K.
NatWest made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #323 holding.
Summit Global Investments first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
Summit Global Investments's NatWest position peaked at $1.23M in Q2 2025.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.