U.S. Capital Wealth Advisors’s NatWest NWG Stock Holding History

U.S. Capital 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	$162K	Sell	10,869 -455	-4%	-$7.56K	﹤0.01%	971
2025 Q4	$198K	Buy	+11,324	New	+$180K	0.01%	940

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

U.S. Capital Wealth Advisors's NWG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its NatWest (NWG) stake by 4% in Q1 2026, selling an estimated $7.56K and leaving 10,869 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

U.S. Capital Wealth Advisors first reported a position in NWG in Q4 2025 and has held it in 2 quarters since. The position peaked at $198K in Q4 2025. 410 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

U.S. Capital Wealth Advisors held 10,869 shares of NatWest worth $162K as of Q1 2026.
U.S. Capital Wealth Advisors sold 455 NatWest shares in Q1 2026, an estimated $7.56K.
NatWest made up ﹤0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #971 holding.
U.S. Capital Wealth Advisors first reported a position in NatWest in Q4 2025 and has held it in 2 quarters since.
U.S. Capital Wealth Advisors's NatWest position peaked at $198K in Q4 2025.
410 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.