SYM Financial Corp’s NatWest NWG Stock Holding History

SYM Financial Corp’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	$442K	Buy	25,092 +1,943	+8%	+$31.2K	0.04%	173
2026 Q1	$345K	Buy	23,149 +28	+0.1%	+$465	0.03%	193
2025 Q4	$405K	Buy	23,121 +16	+0.1%	+$254	0.04%	161
2025 Q3	$327K	Buy	23,105 +193	+0.8%	+$2.72K	0.04%	201
2025 Q2	$324K	Buy	22,912 +15	+0.1%	+$198	0.04%	190
2025 Q1	$273K	Buy	22,897 +2,662	+13%	+$29.8K	0.03%	187
2024 Q4	$206K	Buy	+20,235	New	+$200K	0.03%	230

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

SYM Financial Corp's NWG Position: Q2 2026 in Review

SYM Financial Corp increased its NatWest (NWG) stake by 8.4% in Q2 2026, buying an estimated $31.2K and bringing the position to 25,092 shares worth $442K. The position accounts for 0.04% of the portfolio, ranked #173.

SYM Financial Corp first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

SYM Financial Corp held 25,092 shares of NatWest worth $442K as of Q2 2026.
SYM Financial Corp bought 1,943 NatWest shares in Q2 2026, an estimated $31.2K.
NatWest made up 0.04% of SYM Financial Corp's portfolio in Q2 2026, its #173 holding.
SYM Financial Corp first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.