West Family Investments’s NatWest NWG Stock Holding History

West Family Investments’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 Q1	–	Sell	-12,947	Closed	-$227K	–	330
2025 Q4	$227K	Buy	+12,947	New	+$205K	0.05%	317
2022 Q2	–	Sell	-19,533	Closed	-$119K	–	293
2022 Q1	$119K	Sell	19,533 -1,053	-5%	-$7.1K	0.03%	280
2021 Q4	$135K	Hold	20,586	–	–	0.04%	308
2021 Q3	$135K	Buy	20,586 +1,053	+5%	+$6.55K	0.04%	322
2021 Q2	$119K	Buy	+19,533	New	+$118K	0.03%	339

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Family Investments's NWG Position: Q1 2026 in Review

West Family Investments sold out of NatWest (NWG) in Q1 2026, closing a stake of 12,947 shares — an estimated $227K sold.

West Family Investments first reported a position in NWG in Q2 2021 and held it in 5 quarters. The position peaked at $227K in Q4 2025. 408 funds tracked by Wall St. Rank hold NWG as of Q1 2026.

West Family Investments reported no remaining NatWest position as of Q1 2026 after selling out during the quarter.
West Family Investments sold 12,947 NatWest shares in Q1 2026, an estimated $227K.
West Family Investments first reported a position in NatWest in Q2 2021 and held it in 5 quarters.
West Family Investments's NatWest position peaked at $227K in Q4 2025.
408 funds tracked by Wall St. Rank held NatWest as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.