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 Q2	–	Sell	-2,044	Closed	-$30.5K	–	1541
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

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

Twin Peaks Wealth Advisors's NWG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of NatWest (NWG) in Q2 2026, closing a stake of 2,044 shares — an estimated $30.5K sold.

Twin Peaks Wealth Advisors first reported a position in NWG in Q2 2025 and held it in 2 quarters. The position peaked at $30.5K in Q1 2026. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2,044 NatWest shares in Q2 2026, an estimated $30.5K.
Twin Peaks Wealth Advisors first reported a position in NatWest in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's NatWest position peaked at $30.5K in Q1 2026.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.