Allworth Financial’s NatWest NWG Stock Holding History

Allworth Financial’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	$56.8K	Sell	3,815 -836	-18%	-$13.9K	﹤0.01%	2224
2025 Q4	$81.4K	Buy	4,651 +1,912	+70%	+$30.3K	﹤0.01%	1879
2025 Q3	$38.8K	Buy	2,739 +1,784	+187%	+$25.2K	﹤0.01%	2277
2025 Q2	$13.5K	Buy	955 +113	+13%	+$1.49K	﹤0.01%	2752
2025 Q1	$10.7K	Sell	842 -51	-6%	-$572	﹤0.01%	2399
2024 Q4	$9.26K	Buy	893 +341	+62%	+$3.38K	﹤0.01%	2470
2024 Q3	$5.17K	Buy	552 +312	+130%	+$2.78K	﹤0.01%	2554
2024 Q2	$2.1K	Buy	240 +58	+32%	+$450	﹤0.01%	2900
2024 Q1	$1.24K	Hold	182	–	–	﹤0.01%	3008
2023 Q4	$1.02K	Sell	182 -36	-17%	-$191	﹤0.01%	2941
2023 Q3	$1.27K	Sell	218 -573	-72%	-$3.46K	﹤0.01%	2744
2023 Q2	$4.84K	Sell	791 -596	-43%	-$3.92K	﹤0.01%	2111
2023 Q1	$9.15K	Buy	1,387 +1,386	+138,600%	+$9.78K	﹤0.01%	1821
2022 Q4	$6	Sell	1 -1,141	-100%	-$6.68K	﹤0.01%	2968
2022 Q3	$6K	Buy	1,142 +138	+14%	+$850	﹤0.01%	1829
2022 Q2	$6K	Buy	+1,004	New	+$6.02K	﹤0.01%	1716

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return