Atala Financial’s NatWest NWG Stock Holding History

Atala 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
2025 Q2	–	Sell	-473	Closed	-$5.64K	–	345
2025 Q1	$5.64K	Hold	473	–	–	﹤0.01%	399
2024 Q4	$4.81K	Buy	+473	New	+$4.68K	﹤0.01%	425

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Atala Financial's NWG Position: Q2 2025 in Review

Atala Financial sold out of NatWest (NWG) in Q2 2025, closing a stake of 473 shares — an estimated $5.64K sold.

Atala Financial first reported a position in NWG in Q4 2024 and held it in 2 quarters. The position peaked at $5.64K in Q1 2025. 366 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

Atala Financial reported no remaining NatWest position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 473 NatWest shares in Q2 2025, an estimated $5.64K.
Atala Financial first reported a position in NatWest in Q4 2024 and held it in 2 quarters.
Atala Financial's NatWest position peaked at $5.64K in Q1 2025.
366 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.