Arax Advisory Partners’s NatWest NWG Stock Holding History

Arax Advisory Partners’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	$52.3K	Sell	3,513 -3,264	-48%	-$54.2K	﹤0.01%	1680
2025 Q4	$119K	Sell	6,777 -126,872	-95%	-$2.01M	﹤0.01%	1262
2025 Q3	$1.89M	Buy	133,649 +130,484	+4,123%	+$1.84M	0.03%	480
2025 Q2	$85.2K	Buy	3,165 +2,878	+1,003%	+$38K	﹤0.01%	1008
2025 Q1	$3.42K	Buy	+287	New	+$3.22K	﹤0.01%	1920
2024 Q1	–	Sell	-658	Closed	-$3.71K	–	1370
2023 Q4	$3.71K	Buy	658 +377	+134%	+$2K	﹤0.01%	939
2023 Q3	$1.64K	Buy	+281	New	+$1.7K	﹤0.01%	1046

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