United Capital Financial Advisors’s NatWest NWG Stock Holding History

United Capital 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 Q1	$900K	Sell	60,427 -4,442	-7%	-$73.8K	0.01%	802
2025 Q4	$1.14M	Buy	64,869 +3,556	+6%	+$56.4K	0.01%	694
2025 Q3	$868K	Buy	61,313 +2,025	+3%	+$28.6K	0.01%	687
2025 Q2	$839K	Buy	59,288 +164	+0.3%	+$2.17K	0.01%	645
2025 Q1	$705K	Buy	59,124 +5,704	+11%	+$63.9K	0.01%	648
2024 Q4	$543K	Sell	53,420 -739	-1%	-$7.31K	﹤0.01%	714
2024 Q3	$507K	Buy	54,159 +10,826	+25%	+$96.3K	﹤0.01%	722
2024 Q2	$348K	Buy	43,333 +15,458	+55%	+$120K	﹤0.01%	797
2024 Q1	$190K	Buy	27,875 +1,024	+4%	+$6.08K	﹤0.01%	1029
2023 Q4	$151K	Buy	+26,851	New	+$143K	﹤0.01%	1019
2020 Q1	–	Sell	-13,547	Closed	-$94K	–	1316
2019 Q4	$94K	Buy	+13,547	New	+$84.8K	﹤0.01%	1328
2019 Q2	–	Sell	-9,306	Closed	-$66K	–	1489
2019 Q1	$66K	Buy	+9,306	New	+$65.3K	﹤0.01%	1323

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

United Capital Financial Advisors's NWG Position: Q1 2026 in Review

United Capital Financial Advisors reduced its NatWest (NWG) stake by 6.8% in Q1 2026, selling an estimated $73.8K and leaving 60,427 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #802.

United Capital Financial Advisors first reported a position in NWG in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2025. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

United Capital Financial Advisors held 60,427 shares of NatWest worth $900K as of Q1 2026.
United Capital Financial Advisors sold 4,442 NatWest shares in Q1 2026, an estimated $73.8K.
NatWest made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #802 holding.
United Capital Financial Advisors first reported a position in NatWest in Q1 2019 and has held it in 12 quarters since.
United Capital Financial Advisors's NatWest position peaked at $1.14M in Q4 2025.
408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.