Vise Technologies’s NatWest NWG Stock Holding History

Vise Technologies’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	$1.61M	Buy	91,477 +13,081	+17%	+$210K	0.02%	606
2026 Q1	$1.37M	Hold	78,396	–	–	0.03%	485
2025 Q4	$1.37M	Buy	78,396 +31,613	+68%	+$501K	0.03%	486
2025 Q3	$662K	Buy	46,783 +733	+2%	+$10.3K	0.02%	552
2025 Q2	$652K	Buy	+46,050	New	+$609K	0.03%	548
2024 Q4	$319K	Buy	31,371 +3,136	+11%	+$31K	0.03%	566
2024 Q3	$264K	Buy	28,235 +15,548	+123%	+$138K	0.03%	490
2024 Q2	$102K	Buy	+12,687	New	+$98.5K	0.02%	420
2023 Q3	–	Sell	-11,686	Closed	-$71.5K	–	354
2023 Q2	$71.5K	Sell	11,686 -2,495	-18%	-$16.4K	0.02%	338
2023 Q1	$93.6K	Buy	14,181 +2,600	+22%	+$18.4K	0.02%	330
2022 Q4	$74.8K	Buy	11,581 +1,072	+10%	+$6.28K	0.02%	324
2022 Q3	$52K	Sell	10,509 -4,366	-29%	-$26.9K	0.02%	295
2022 Q2	$87K	Buy	+14,875	New	+$89.1K	0.03%	286

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

Vise Technologies's NWG Position: Q2 2026 in Review

Vise Technologies increased its NatWest (NWG) stake by 17% in Q2 2026, buying an estimated $210K and bringing the position to 91,477 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #606.

Vise Technologies first reported a position in NWG in Q2 2022 and has held it in 13 quarters since. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Vise Technologies held 91,477 shares of NatWest worth $1.61M as of Q2 2026.
Vise Technologies bought 13,081 NatWest shares in Q2 2026, an estimated $210K.
NatWest made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #606 holding.
Vise Technologies first reported a position in NatWest in Q2 2022 and has held it in 13 quarters since.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.