Yousif Capital Management’s NatWest NWG Stock Holding History

Yousif Capital Management’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	–	Sell	-41,075	Closed	-$612K	–	1741
2026 Q1	$612K	Hold	41,075	–	–	0.01%	1306
2025 Q4	$716K	Hold	41,075	–	–	0.01%	1246
2025 Q3	$581K	Hold	41,075	–	–	0.01%	1362
2025 Q2	$581K	Buy	41,075 +3,825	+10%	+$50.6K	0.01%	1390
2025 Q1	$444K	Hold	37,250	–	–	0.01%	1490
2024 Q4	$379K	Sell	37,250 -27,000	-42%	-$267K	﹤0.01%	1588
2024 Q3	$601K	Sell	64,250 -5,280	-8%	-$47K	0.01%	1423
2024 Q2	$558K	Sell	69,530 -4,075	-6%	-$31.6K	0.01%	1425
2024 Q1	$501K	Hold	73,605	–	–	0.01%	1512
2023 Q4	$414K	Hold	73,605	–	–	﹤0.01%	1621
2023 Q3	$429K	Sell	73,605 -5,740	-7%	-$34.7K	0.01%	1553
2023 Q2	$486K	Sell	79,345 -2,765	-3%	-$18.2K	0.01%	1506
2023 Q1	$542K	Hold	82,110	–	–	0.01%	1457
2022 Q4	$530K	Hold	82,110	–	–	0.01%	1475
2022 Q3	$410K	Sell	82,110 -2	-0%	-$12	0.01%	1599
2022 Q2	$482K	Sell	82,112 -1,207	-1%	-$7.23K	0.01%	1563
2022 Q1	$510K	Hold	83,319	–	–	0.01%	1630
2021 Q4	$548K	Buy	+83,319	New	+$541K	0.01%	1628

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

Yousif Capital Management's NWG Position: Q2 2026 in Review

Yousif Capital Management sold out of NatWest (NWG) in Q2 2026, closing a stake of 41,075 shares — an estimated $612K sold.

Yousif Capital Management first reported a position in NWG in Q4 2021 and held it in 18 quarters. The position peaked at $716K in Q4 2025. 426 funds tracked by Wall St. Rank hold NWG as of Q2 2026.

Yousif Capital Management reported no remaining NatWest position as of Q2 2026 after selling out during the quarter.
Yousif Capital Management sold 41,075 NatWest shares in Q2 2026, an estimated $612K.
Yousif Capital Management first reported a position in NatWest in Q4 2021 and held it in 18 quarters.
Yousif Capital Management's NatWest position peaked at $716K in Q4 2025.
426 funds tracked by Wall St. Rank held NatWest as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.