Waverly Advisors’s NatWest NWG Stock Holding History

Waverly 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	$240K	Sell	13,640 -6,530	-32%	-$105K	﹤0.01%	1538
2026 Q1	$301K	Sell	20,170 -10,020	-33%	-$166K	﹤0.01%	1295
2025 Q4	$528K	Buy	30,190 +16,514	+121%	+$262K	﹤0.01%	983
2025 Q3	$194K	Sell	13,676 -1,404	-9%	-$19.8K	﹤0.01%	1221
2025 Q2	$213K	Buy	15,080 +996	+7%	+$13.2K	﹤0.01%	1095
2025 Q1	$168K	Buy	14,084 +1,256	+10%	+$14.1K	﹤0.01%	1069
2024 Q4	$130K	Buy	+12,828	New	+$127K	﹤0.01%	958

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

Waverly Advisors's NWG Position: Q2 2026 in Review

Waverly Advisors reduced its NatWest (NWG) stake by 32% in Q2 2026, selling an estimated $105K and leaving 13,640 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Waverly Advisors first reported a position in NWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $528K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Waverly Advisors held 13,640 shares of NatWest worth $240K as of Q2 2026.
Waverly Advisors sold 6,530 NatWest shares in Q2 2026, an estimated $105K.
NatWest made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1538 holding.
Waverly Advisors first reported a position in NatWest in Q4 2024 and has held it in 7 quarters since.
Waverly Advisors's NatWest position peaked at $528K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.