NWG β€” NATWEST GROUP PLC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  Β·  7 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported NATWEST GROUP PLC (NWG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q3. The latest visible filing shows NWG at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NWG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in NATWEST GROUP PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NWG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BALDWIN WEALTH PARTNERS LLC/MA held NWG β€” position size vs. price
% of Fund (quarterly)    NWG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 15,516 β€” 0% 0.02% $231K 2026-04-14 $17.04
2025 Q4 UNCHANGED 15,516 β€” 0% 0.02% $272K 2026-01-07 $16.34
2025 Q3 UNCHANGED 15,516 β€” 0% 0.01% $220K 2025-10-14 $14.09
2025 Q2 REDUCED 15,516 -8,170 -34.5% 0.01% $220K 2025-07-24 $12.78
2025 Q1 REDUCED 23,686 -13,964 -37.1% 0.02% $282K 2025-04-14 $11.23
2024 Q4 REDUCED 37,650 -54,574 -59.2% 0.03% $383K 2025-01-22 $9.44
2024 Q3 INITIATED 92,224 β€” β€” 0.06% $863K 2024-10-16 $8.51

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and NWG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning NWG?

BALDWIN WEALTH PARTNERS LLC/MA reported NWG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NWG position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for NWG was 0.06% in 2024 Q3.

What is the latest reported NWG position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 15,516 shares, equal to 0.02% of portfolio, with an estimated market value of $231K.

What does the chart on this NWG ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly NWG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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