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TD Private Client Wealth’s NatWest NWG Stock Holding History

TD Private Client Wealth’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 		$121K Buy
6,850
+733
+12% +$11.8K ﹤0.01% 743
2026
Q1 		$91.1K Sell
6,117
-9,849
-62% -$164K ﹤0.01% 773
2025
Q4 		$279K Sell
15,966
-10,315
-39% -$164K 0.01% 591
2025
Q3 		$372K Buy
26,281
+2,644
+11% +$37.3K 0.01% 537
2025
Q2 		$334K Sell
23,637
-4,082
-15% -$54K 0.01% 538
2025
Q1 		$330K Buy
27,719
+2,835
+11% +$31.8K 0.01% 510
2024
Q4 		$253K Buy
24,884
+216
+0.9% +$2.14K 0.01% 556
2024
Q3 		$231K Buy
24,668
+16,558
+204% +$147K 0.01% 576
2024
Q2 		$65.1K Buy
8,110
+3,670
+83% +$28.5K ﹤0.01% 760
2024
Q1 		$30.2K Buy
4,440
+2,231
+101% +$13.2K ﹤0.01% 890
2023
Q4 		$12.4K Sell
2,209
-40
-2% -$212 ﹤0.01% 1015
2023
Q3 		$13.1K Hold
2,249
– – ﹤0.01% 996
2023
Q2 		$13.8K Sell
2,249
-334
-13% -$2.19K ﹤0.01% 1001
2023
Q1 		$17K Sell
2,583
-4,330
-63% -$30.6K ﹤0.01% 965
2022
Q4 		$44.7K Buy
6,913
+3,088
+81% +$18.1K ﹤0.01% 764
2022
Q3 		$19.1K Buy
+3,825
New +$23.6K ﹤0.01% 923

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

TD Private Client Wealth's NWG Position: Q2 2026 in Review

TD Private Client Wealth increased its NatWest (NWG) stake by 12% in Q2 2026, buying an estimated $11.8K and bringing the position to 6,850 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

TD Private Client Wealth first reported a position in NWG in Q3 2022 and has held it in 16 quarters since. The position peaked at $372K in Q3 2025. 424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • TD Private Client Wealth held 6,850 shares of NatWest worth $121K as of Q2 2026.
  • TD Private Client Wealth bought 733 NatWest shares in Q2 2026, an estimated $11.8K.
  • NatWest made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #743 holding.
  • TD Private Client Wealth first reported a position in NatWest in Q3 2022 and has held it in 16 quarters since.
  • TD Private Client Wealth's NatWest position peaked at $372K in Q3 2025.
  • 424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.