EAGLE GLOBAL ADVISORS LLC NWG — NATWEST GROUP PLC

Ownership history in EAGLE GLOBAL ADVISORS LLC  ·  6 quarters on record

AI Ownership Summary

EAGLE GLOBAL ADVISORS LLC reported NATWEST GROUP PLC (NWG) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.23% in 2025 Q4. The latest visible filing shows NWG at 0.21% 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 EAGLE GLOBAL ADVISORS LLC'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 Q2

NWG was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

NWG stock page EAGLE GLOBAL ADVISORS LLC fund profile EAGLE GLOBAL ADVISORS LLC full holdings
How EAGLE GLOBAL ADVISORS LLC held NWG — position size vs. price
% of Fund (quarterly)    NWG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 358,199 +660 +0.2% 0.21% $6.3M 2026-07-30 $18.53
2026 Q1 ADDED — — — 357,539 +1,405 +0.4% 0.19% $5.3M 2026-05-15 $14.98
2025 Q4 ADDED — — — 356,134 +2,654 +0.8% 0.23% $6.2M 2026-01-28 $17.46
2025 Q3 ADDED — — — 353,480 +855 +0.2% 0.19% $5.0M 2025-10-28 $14.94
2025 Q2 ADDED — — — 352,625 +158,610 +81.8% 0.20% $5.0M 2025-07-16 $12.53
2025 Q1 INITIATED — — — 194,015 — — 0.10% $2.3M 2025-05-12 $12.16

🏢 Other funds also holding NWG

As of 2026 Q2 — sorted by position size

Transmarket Holdings LP 4.36% ABC ARBITRAGE SA 3.54% Seascape Capital Management 3Y 7Y 1.16% Capricorn Fund Managers Ltd 3Y 0.82% Gallacher Capital Management LLC 3Y 0.34% Legacy Wealth Asset Management, LLC 3Y 0.26% Baron Wealth Management LLC 3Y 0.25% Larry Mathis Financial Planning, LLC 0.24% Crossmark Global Holdings, Inc. 3Y 7Y 0.24% CERTIOR FINANCIAL GROUP, LLC 0.2%

FAQ About EAGLE GLOBAL ADVISORS LLC and NWG

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

How long has EAGLE GLOBAL ADVISORS LLC reported owning NWG?

EAGLE GLOBAL ADVISORS LLC reported NWG across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported NWG position in EAGLE GLOBAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for NWG was 0.23% in 2025 Q4.

What is the latest reported NWG position on this page?

The most recent filing on this page is 2026 Q2, when EAGLE GLOBAL ADVISORS LLC reported 358,199 shares, equal to 0.21% of portfolio, with an estimated market value of $6.3M.

What does the chart on this NWG ownership page compare?

The chart compares EAGLE GLOBAL ADVISORS LLC'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.

How well did EAGLE GLOBAL ADVISORS LLC time their NWG position?

Based on 13F filing dates vs. subsequent NWG price moves, EAGLE GLOBAL ADVISORS LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on NWG relative to SPY over the holding period was +1687.9%.

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