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Natwest Group Plc Spons shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Natwest Group Plc Spons (NWG) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Natwest Group Plc Spons

Tip: Access up to 7 years of quarterly data

All positions including Natwest Group Plc Spons held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Natwest Group Plc Spons by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $667k 47k 14.15
2025-06-30 $773k 55k 14.15
2025-03-31 $614k 52k 11.92
2024-12-31 $645k 63k 10.17
2024-09-30 $934k 100k 9.36
2024-06-30 $134k 17k 8.03

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding Natwest Group Plc Spons

Fisher Investments
Capital Research and Management Company - Division 3
Natixis Asset Management Advisors
Morgan Stanley
FMR
ClearBridge Advisors
Goldman Sachs Group
Dimensional Fund Advisors
Northern Trust
Todd-Veredus Asset Management
Raymond James Financial
Envestnet Asset Management
Millennium Management
Royal Bank of Canada
Teachers Retirement System Of The State Of Kentucky

View all funds holding Natwest Group Plc Spons