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Whipplewood Advisors’s NatWest NWG Stock Holding History

Whipplewood 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 		$8.59K Sell
487
-1,055
-68% -$17K 0.01% 262
2026
Q1 		$23K Buy
1,542
+1,419
+1,154% +$23.6K 0.01% 372
2025
Q4 		$2.15K Buy
+123
New +$1.95K ﹤0.01% 343
2025
Q3 		– Sell
-2,586
Closed -$36.6K – 895
2025
Q2 		$36.6K Buy
2,586
+283
+12% +$3.74K 0.02% 370
2025
Q1 		$31.4K Sell
2,303
-327
-12% -$3.67K 0.02% 378
2024
Q4 		$26.7K Buy
+2,630
New +$26K 0.02% 400

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whipplewood Advisors's NWG Position: Q2 2026 in Review

Whipplewood Advisors reduced its NatWest (NWG) stake by 68% in Q2 2026, selling an estimated $17K and leaving 487 shares worth $8.59K. The position accounts for 0.01% of the portfolio, ranked #262.

Whipplewood Advisors first reported a position in NWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $36.6K in Q2 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

  • Whipplewood Advisors held 487 shares of NatWest worth $8.59K as of Q2 2026.
  • Whipplewood Advisors sold 1,055 NatWest shares in Q2 2026, an estimated $17K.
  • NatWest made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #262 holding.
  • Whipplewood Advisors first reported a position in NatWest in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's NatWest position peaked at $36.6K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.