Wealth Alliance’s NatWest NWG Stock Holding History

Wealth Alliance’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	–	Sell	-23,777	Closed	-$354K	–	607
2026 Q1	$354K	Sell	23,777 -7,694	-24%	-$128K	0.04%	387
2025 Q4	$551K	Sell	31,471 -36	-0.1%	-$571	0.05%	285
2025 Q3	$446K	Sell	31,507 -1,726	-5%	-$24.4K	0.05%	327
2025 Q2	$470K	Buy	33,233 +13,046	+65%	+$172K	0.05%	300
2025 Q1	$241K	Buy	+20,187	New	+$226K	0.03%	449

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

Wealth Alliance's NWG Position: Q2 2026 in Review

Wealth Alliance sold out of NatWest (NWG) in Q2 2026, closing a stake of 23,777 shares — an estimated $354K sold.

Wealth Alliance first reported a position in NWG in Q1 2025 and held it in 5 quarters. The position peaked at $551K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Wealth Alliance reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
Wealth Alliance sold 23,777 NatWest shares in Q2 2026, an estimated $354K.
Wealth Alliance first reported a position in NatWest in Q1 2025 and held it in 5 quarters.
Wealth Alliance's NatWest position peaked at $551K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.