Arlington Trust’s NatWest NWG Stock Holding History

Arlington Trust’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 Q2	$5.08K	Hold	288	–	–	﹤0.01%	562
2026 Q1	$4.29K	Buy	+288	New	+$4.79K	﹤0.01%	548
2025 Q4	–	Sell	-156	Closed	-$2.21K	–	574
2025 Q3	$2.21K	Sell	156 -16	-9%	-$226	﹤0.01%	554
2025 Q2	$2.43K	Buy	+172	New	+$2.27K	﹤0.01%	555
2024 Q1	–	Sell	-295	Closed	-$1.66K	–	765
2023 Q4	$1.66K	Buy	+295	New	+$1.57K	﹤0.01%	674

Other funds holding NWG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return