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Traveka Wealth’s NatWest NWG Stock Holding History

Traveka 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 		$185K Hold
10,489
– – 0.06% 193
2026
Q1 		$156K Buy
10,489
+367
+4% +$6.1K 0.06% 180
2025
Q4 		$177K Buy
+10,122
New +$160K 0.07% 183

Other funds holding NWG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Traveka Wealth's NWG Position: Q2 2026 in Review

Traveka Wealth held its NatWest (NWG) position steady in Q2 2026 at 10,489 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #193.

Traveka Wealth first reported a position in NWG in Q4 2025 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Traveka Wealth held 10,489 shares of NatWest worth $185K as of Q2 2026.
  • Traveka Wealth left its NatWest share count unchanged in Q2 2026.
  • NatWest made up 0.06% of Traveka Wealth's portfolio in Q2 2026, its #193 holding.
  • Traveka Wealth first reported a position in NatWest in Q4 2025 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.