Twin Peaks Wealth Advisors’s NatWest NWG Stock Holding History

Twin Peaks Wealth 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 Q1	$30.5K	Buy	+2,044	New	+$34K	0.01%	570
2025 Q3	–	Sell	-819	Closed	-$12K	–	1458
2025 Q2	$12K	Buy	+819	New	+$10.8K	﹤0.01%	837

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Twin Peaks Wealth Advisors's NWG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in NatWest (NWG) in Q1 2026: 2,044 shares worth $30.5K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NWG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NWG in Q2 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

Twin Peaks Wealth Advisors held 2,044 shares of NatWest worth $30.5K as of Q1 2026.
NatWest was a new Twin Peaks Wealth Advisors position in Q1 2026.
NatWest made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #570 holding.
Twin Peaks Wealth Advisors first reported a position in NatWest in Q2 2025 and has held it in 2 quarters since.
407 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.