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RAFFA WEALTH MANAGEMENT, LLC’s NatWest NWG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$12K Buy
679
+65
+11% +$1.04K ﹤0.01% 388
2026
Q1 		$9.15K Sell
614
-77
-11% -$1.28K ﹤0.01% 411
2025
Q4 		$12.1K Hold
691
– – ﹤0.01% 346
2025
Q3 		$9.78K Hold
691
– – ﹤0.01% 370
2025
Q2 		$9.78K Hold
691
– – ﹤0.01% 381
2025
Q1 		$8.24K Buy
691
+132
+24% +$1.48K ﹤0.01% 346
2024
Q4 		$5.68K Hold
559
– – ﹤0.01% 426
2024
Q3 		$5.23K Hold
559
– – ﹤0.01% 407
2024
Q2 		$4.49K Hold
559
– – ﹤0.01% 557
2024
Q1 		$3.8K Sell
559
-8
-1% -$47 ﹤0.01% 555
2023
Q4 		$3.19K Hold
567
– – ﹤0.01% 487
2023
Q3 		$3.31K Hold
567
– – ﹤0.01% 453
2023
Q2 		$3.47K Sell
567
-65
-10% -$427 ﹤0.01% 464
2023
Q1 		$4.17K Hold
632
– – ﹤0.01% 435
2022
Q4 		$4.08K Hold
632
– – ﹤0.01% 426
2022
Q3 		$3.15K Sell
632
-1
-0.2% -$6 ﹤0.01% 483
2022
Q2 		$3.72K Hold
633
– – ﹤0.01% 454
2022
Q1 		$3.87K Hold
633
– – ﹤0.01% 470
2021
Q4 		$4.17K Hold
633
– – ﹤0.01% 466
2021
Q3 		$4.15K Buy
+633
New +$3.94K ﹤0.01% 415
2017
Q1 		– Sell
-101
Closed -$603 – 705
2016
Q4 		$603 Hold
101
– – ﹤0.01% 668
2016
Q3 		$508 Hold
101
– – ﹤0.01% 722
2016
Q2 		$512 Hold
101
– – ﹤0.01% 680
2016
Q1 		$695 Hold
101
– – ﹤0.01% 532
2015
Q4 		$967 Buy
101
+61
+153% +$621 ﹤0.01% 398
2015
Q3 		$410 Hold
40
– – ﹤0.01% 740
2015
Q2 		$476 Hold
40
– – ﹤0.01% 744
2015
Q1 		$434 Buy
+40
New +$485 ﹤0.01% 763

Other funds holding NWG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TH
Transmarket Holdings Chicago, Illinois $136M AUM
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NWG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its NatWest (NWG) stake by 11% in Q2 2026, buying an estimated $1.04K and bringing the position to 679 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NWG in Q1 2015 and has held it in 28 quarters since. The position peaked at $12.1K in Q4 2025. 124 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 679 shares of NatWest worth $12K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 65 NatWest shares in Q2 2026, an estimated $1.04K.
  • NatWest made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #388 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in NatWest in Q1 2015 and has held it in 28 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's NatWest position peaked at $12.1K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.