James T. Borello RIA’s NatWest NWG Stock Holding History

James T. Borello RIA’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 Q3	$38K	Hold	2,092	–	–	0.01%	286
2026 Q2	$36.9K	Hold	2,092	–	–	0.01%	282
2026 Q1	$31.2K	Buy	2,092 +2,058	+6,053%	+$34.2K	0.01%	284
2025 Q4	$595	Buy	+34	New	+$539	﹤0.01%	927

Other funds holding NWG

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's NWG Position: Q3 2026 in Review

James T. Borello RIA held its NatWest (NWG) position steady in Q3 2026 at 2,092 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #286.

James T. Borello RIA first reported a position in NWG in Q4 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

James T. Borello RIA held 2,092 shares of NatWest worth $38K as of Q3 2026.
James T. Borello RIA left its NatWest share count unchanged in Q3 2026.
NatWest made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #286 holding.
James T. Borello RIA first reported a position in NatWest in Q4 2025 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.