United Financial Planning Group’s NatWest NWG Stock Holding History

United Financial Planning Group’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	$8.46K	Buy	+480	New	+$7.72K	﹤0.01%	274

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

United Financial Planning Group's NWG Position: Q2 2026 in Review

United Financial Planning Group opened a new position in NatWest (NWG) in Q2 2026: 480 shares worth $8.46K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

424 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

United Financial Planning Group held 480 shares of NatWest worth $8.46K as of Q2 2026.
NatWest was a new United Financial Planning Group position in Q2 2026.
NatWest made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #274 holding.
424 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.