Y-Intercept (HK)
NWG icon

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
Q3 		– Sell
-173,146
Closed -$3.05M – 1951
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

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Y-Intercept (HK)'s NWG Position: Q3 2026 in Review

Y-Intercept (HK) sold out of NatWest (NWG) in Q3 2026, closing a stake of 173,146 shares — an estimated $3.05M sold.

Y-Intercept (HK) first reported a position in NWG in Q1 2024 and held it in 7 quarters. The position peaked at $4.85M in Q2 2025. 99 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • Y-Intercept (HK) reported no remaining NatWest position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 173,146 NatWest shares in Q3 2026, an estimated $3.05M.
  • Y-Intercept (HK) first reported a position in NatWest in Q1 2024 and held it in 7 quarters.
  • Y-Intercept (HK)'s NatWest position peaked at $4.85M in Q2 2025.
  • 99 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.