NWG — NATWEST GROUP PLC

Ownership history in Diversify Advisory Services, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in NATWEST GROUP PLC (NWG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,273 -1,080 -9.5% 0.01% $159K $14.15
2025 Q2 INITIATED 11,353 — — 0.01% $167K $13.89
% of Fund (quarterly)    NWG price (monthly, adj. close)

Other funds also holding NWG

As of 2025 Q4 — sorted by position size

CHASE INVESTMENT COUNSEL CORP 3Y 7Y 2.38% TODD ASSET MANAGEMENT LLC 3Y 7Y 1.44% Seascape Capital Management 3Y 7Y 1.35% CPC Advisors, LLC 3Y 0.82% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 0.53% Elite Wealth Management, Inc. 3Y 7Y 0.39% CAUSEWAY CAPITAL MANAGEMENT LLC 3Y 7Y 0.38% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.36% Gallacher Capital Management LLC 3Y 0.34% NATIXIS ADVISORS, LLC 3Y 7Y 0.33%
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