Summit Trail Advisors’s NatWest NWG Stock Holding History

Summit Trail 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	$879K	Buy	49,857 +931	+2%	+$15K	0.01%	1041
2026 Q1	$729K	Buy	+48,926	New	+$813K	0.01%	1041
2018 Q1	–	Sell	-9,177	Closed	-$85K	–	1261
2017 Q4	$85K	Buy	+9,177	New	+$73.4K	0.01%	670

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 Trail Advisors's NWG Position: Q2 2026 in Review

Summit Trail Advisors increased its NatWest (NWG) stake by 1.9% in Q2 2026, buying an estimated $15K and bringing the position to 49,857 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #1041.

Summit Trail Advisors first reported a position in NWG in Q4 2017 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Summit Trail Advisors held 49,857 shares of NatWest worth $879K as of Q2 2026.
Summit Trail Advisors bought 931 NatWest shares in Q2 2026, an estimated $15K.
NatWest made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1041 holding.
Summit Trail Advisors first reported a position in NatWest in Q4 2017 and has held it in 3 quarters since.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.