Valeo Financial Advisors’s NatWest NWG Stock Holding History

Valeo 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 Q2	$309K	Buy	17,499 +6,110	+54%	+$98.2K	0.01%	617
2026 Q1	$170K	Sell	11,389 -4,622	-29%	-$76.8K	﹤0.01%	700
2025 Q4	$280K	Buy	16,011 +2,294	+17%	+$36.4K	0.01%	650
2025 Q3	$194K	Buy	13,717 +1,538	+13%	+$21.7K	﹤0.01%	764
2025 Q2	$172K	Buy	12,179 +812	+7%	+$10.7K	﹤0.01%	724
2025 Q1	$135K	Buy	11,367 +390	+4%	+$4.37K	﹤0.01%	655
2024 Q4	$112K	Buy	10,977 +160	+1%	+$1.58K	﹤0.01%	693
2024 Q3	$101K	Buy	+10,817	New	+$96.2K	﹤0.01%	674
2024 Q1	–	Sell	-10,807	Closed	-$60.8K	–	697
2023 Q4	$60.8K	Sell	10,807 -893	-8%	-$4.74K	﹤0.01%	620
2023 Q3	$68.2K	Buy	+11,700	New	+$70.7K	﹤0.01%	598
2023 Q2	–	Sell	-11,180	Closed	-$73.8K	–	657
2023 Q1	$73.8K	Buy	+11,180	New	+$78.9K	﹤0.01%	582
2018 Q4	–	Sell	-220	Closed	-$1K	–	1647
2018 Q3	$1K	Hold	220	–	–	﹤0.01%	1652
2018 Q2	$1K	Hold	220	–	–	﹤0.01%	1491
2018 Q1	$2K	Buy	+220	New	+$1.85K	﹤0.01%	1341

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

Valeo Financial Advisors's NWG Position: Q2 2026 in Review

Valeo Financial Advisors increased its NatWest (NWG) stake by 54% in Q2 2026, buying an estimated $98.2K and bringing the position to 17,499 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #617.

Valeo Financial Advisors first reported a position in NWG in Q1 2018 and has held it in 14 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Valeo Financial Advisors held 17,499 shares of NatWest worth $309K as of Q2 2026.
Valeo Financial Advisors bought 6,110 NatWest shares in Q2 2026, an estimated $98.2K.
NatWest made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #617 holding.
Valeo Financial Advisors first reported a position in NatWest in Q1 2018 and has held it in 14 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.