BSC
NWG icon

BOLTON SECURITIES CORPORATION’s NatWest NWG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$61.4K Sell
3,385
-258
-7% -$4.76K ﹤0.01% 1283
2026
Q2 		$64.2K Sell
3,643
-2,449
-40% -$39.4K ﹤0.01% 1247
2026
Q1 		$90.8K Buy
+6,092
New +$101K ﹤0.01% 1054
2025
Q3 		$8.18K Buy
+578
New +$8.16K ﹤0.01% 1595
2025
Q1 		$143K Buy
+12,000
New +$135K 0.01% 768

Other funds holding NWG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's NWG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its NatWest (NWG) stake by 7.1% in Q3 2026, selling an estimated $4.76K and leaving 3,385 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

BOLTON SECURITIES CORPORATION first reported a position in NWG in Q1 2025 and has held it in 5 quarters since. The position peaked at $143K in Q1 2025. 303 funds tracked by Wall St. Rank hold NWG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,385 shares of NatWest worth $61.4K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 258 NatWest shares in Q3 2026, an estimated $4.76K.
  • NatWest made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1283 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in NatWest in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's NatWest position peaked at $143K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held NatWest as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.