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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s NatWest NWG Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-86,392
Closed -$1.22M – 76
2025
Q3 		$1.22M Buy
86,392
+4,031
+5% +$56.9K 0.77% 46
2025
Q2 		$1.17M Buy
+82,361
New +$1.09M 0.78% 43

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's NWG Position: Q4 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of NatWest (NWG) in Q4 2025, closing a stake of 86,392 shares — an estimated $1.22M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in NWG in Q2 2025 and held it in 2 quarters. The position peaked at $1.22M in Q3 2025. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining NatWest position as of Q4 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 86,392 NatWest shares in Q4 2025, an estimated $1.22M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in NatWest in Q2 2025 and held it in 2 quarters.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's NatWest position peaked at $1.22M in Q3 2025.
  • 412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q4 2025, filed 10 Aug 2026.