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Transamerica Financial Advisors’s NatWest NWG Stock Holding History

Transamerica Financial 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 		$4.04K Sell
228
-486
-68% -$7.81K ﹤0.01% 1173
2026
Q1 		$11.2K Buy
714
+33
+5% +$548 ﹤0.01% 902
2025
Q4 		$11.9K Buy
681
+211
+45% +$3.35K ﹤0.01% 818
2025
Q3 		$6.67K Buy
+470
New +$6.63K ﹤0.01% 812

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

Transamerica Financial Advisors's NWG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its NatWest (NWG) stake by 68% in Q2 2026, selling an estimated $7.81K and leaving 228 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Transamerica Financial Advisors first reported a position in NWG in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Transamerica Financial Advisors held 228 shares of NatWest worth $4.04K as of Q2 2026.
  • Transamerica Financial Advisors sold 486 NatWest shares in Q2 2026, an estimated $7.81K.
  • NatWest made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1173 holding.
  • Transamerica Financial Advisors first reported a position in NatWest in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's NatWest position peaked at $11.9K in Q4 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.