Aquatic Capital Management’s NatWest NWG Stock Holding History

Aquatic Capital Management’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	$2.81M	Buy	188,430 +76,970	+69%	+$1.28M	0.08%	300
2025 Q4	$1.95M	Sell	111,460 -11,964	-10%	-$190K	0.06%	379
2025 Q3	$1.75M	Sell	123,424 -219,779	-64%	-$3.1M	0.03%	520
2025 Q2	$4.86M	Buy	+343,203	New	+$4.54M	0.1%	255
2025 Q1	–	Sell	-170,526	Closed	-$1.73M	–	1530
2024 Q4	$1.73M	Buy	+170,526	New	+$1.69M	0.05%	409
2024 Q3	–	Sell	-55,100	Closed	-$442K	–	1417
2024 Q2	$442K	Buy	55,100 +52,400	+1,941%	+$407K	0.02%	567
2024 Q1	$18.4K	Sell	2,700 -38,400	-93%	-$228K	﹤0.01%	1106
2023 Q4	$231K	Buy	+41,100	New	+$218K	0.01%	816
2023 Q3	–	Sell	-26,000	Closed	-$159K	–	1525
2023 Q2	$159K	Buy	+26,000	New	+$171K	0.01%	728

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 $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

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