Vestmark Advisory Solutions’s NatWest NWG Stock Holding History

Vestmark Advisory Solutions’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	$5.73M	Buy	324,778 +26,687	+9%	+$429K	0.05%	339
2026 Q1	$4.44M	Sell	298,091 -101,752	-25%	-$1.69M	0.05%	376
2025 Q4	$7M	Buy	399,843 +222,765	+126%	+$3.53M	0.09%	224
2025 Q3	$2.51M	Buy	177,078 +64,579	+57%	+$911K	0.05%	365
2025 Q2	$1.59M	Sell	112,499 -75,381	-40%	-$996K	0.02%	412
2025 Q1	$2.24M	Buy	187,880 +95,551	+103%	+$1.07M	0.06%	309
2024 Q4	$939K	Buy	92,329 +2,518	+3%	+$24.9K	0.03%	334
2024 Q3	$841K	Sell	89,811 -800	-0.9%	-$7.12K	0.03%	324
2024 Q2	$728K	Buy	+90,611	New	+$703K	0.03%	352
2019 Q2	–	Sell	-11,353	Closed	-$80K	–	559
2019 Q1	$80K	Buy	+11,353	New	+$79.6K	0.01%	521

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

Vestmark Advisory Solutions's NWG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its NatWest (NWG) stake by 9% in Q2 2026, buying an estimated $429K and bringing the position to 324,778 shares worth $5.73M. The position accounts for 0.05% of the portfolio, ranked #339.

Vestmark Advisory Solutions first reported a position in NWG in Q1 2019 and has held it in 10 quarters since. The position peaked at $7M in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Vestmark Advisory Solutions held 324,778 shares of NatWest worth $5.73M as of Q2 2026.
Vestmark Advisory Solutions bought 26,687 NatWest shares in Q2 2026, an estimated $429K.
NatWest made up 0.05% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #339 holding.
Vestmark Advisory Solutions first reported a position in NatWest in Q1 2019 and has held it in 10 quarters since.
Vestmark Advisory Solutions's NatWest position peaked at $7M in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.