Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

NWG holding history

NatWest Group plc in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NWG overview All 13F holders of NWG Full Q2 2026 holdings

Shares (Q2 2026): 13,550
Value: $238.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2024

Holdings of NWG by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,550	$238.9K	<0.1%	−6,627−32.8%	Reduced	Holders
Q1 2026	20,177	$300.6K	<0.1%	+20,177	New	Holders
Q3 2024	0	$0	0.0%	−10,120−100.0%	Sold out	Holders
Q2 2024	10,120	$81.3K	<0.1%	+10,120	New	Holders