Y-Intercept (HK)’s NatWest NWG Stock Holding History

Y-Intercept (HK)’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	$3.05M	Buy	+173,146	New	+$2.78M	0.06%	469
2026 Q1	–	Sell	-111,369	Closed	-$1.95M	–	1908
2025 Q4	$1.95M	Sell	111,369 -141,375	-56%	-$2.24M	0.04%	640
2025 Q3	$3.58M	Sell	252,744 -90,053	-26%	-$1.27M	0.09%	330
2025 Q2	$4.85M	Buy	342,797 +308,852	+910%	+$4.08M	0.12%	230
2025 Q1	$405K	Sell	33,945 -27,986	-45%	-$314K	0.03%	789
2024 Q4	$630K	Buy	+61,931	New	+$613K	0.04%	622
2024 Q2	–	Sell	-140,442	Closed	-$955K	–	1762
2024 Q1	$955K	Buy	+140,442	New	+$833K	0.07%	409

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

Y-Intercept (HK)'s NWG Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in NatWest (NWG) in Q2 2026: 173,146 shares worth $3.05M. The stake represents 0.06% of the portfolio and ranks #469 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in NWG as recently as Q4 2025.

Y-Intercept (HK) first reported a position in NWG in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.85M in Q2 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Y-Intercept (HK) held 173,146 shares of NatWest worth $3.05M as of Q2 2026.
NatWest was a new Y-Intercept (HK) position in Q2 2026.
NatWest made up 0.06% of Y-Intercept (HK)'s portfolio in Q2 2026, its #469 holding.
Y-Intercept (HK) first reported a position in NatWest in Q1 2024 and has held it in 7 quarters since.
Y-Intercept (HK)'s NatWest position peaked at $4.85M in Q2 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.