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Addison Advisors’s NatWest NWG Stock Holding History

Addison Advisors’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
2026
Q1 		$108K Buy
7,263
+32
+0.4% +$532 0.02% 312
2025
Q4 		$127K Buy
7,231
+27
+0.4% +$428 0.03% 284
2025
Q3 		$102K Buy
7,204
+95
+1% +$1.34K 0.02% 312
2025
Q2 		$101K Buy
7,109
+35
+0.5% +$463 0.03% 309
2025
Q1 		$84.3K Buy
7,074
+121
+2% +$1.36K 0.02% 321
2024
Q4 		$70.7K Buy
6,953
+17
+0.2% +$168 0.02% 339
2024
Q3 		$64.9K Buy
6,936
+133
+2% +$1.18K 0.02% 357
2024
Q2 		$54.6K Buy
6,803
+107
+2% +$831 0.02% 362
2024
Q1 		$45.5K Buy
6,696
+176
+3% +$1.04K 0.02% 377
2023
Q4 		$36.7K Buy
6,520
+2,141
+49% +$11.4K 0.01% 390
2023
Q3 		$25.5K Buy
4,379
+13
+0.3% +$79 0.01% 397
2023
Q2 		$26.7K Sell
4,366
-1,644
-27% -$10.8K 0.01% 380
2023
Q1 		$39.7K Buy
6,010
+17
+0.3% +$120 0.02% 325
2022
Q4 		$38.7K Buy
5,993
+1,947
+48% +$11.4K 0.02% 309
2022
Q3 		$20K Buy
4,046
+2,300
+132% +$14.2K 0.01% 351
2022
Q2 		$10K Sell
1,746
-1,292
-43% -$7.74K 0.01% 442
2022
Q1 		$19K Buy
+3,038
New +$20.5K 0.01% 402

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return