Atomi Financial Group’s NatWest NWG Stock Holding History

Atomi Financial Group’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	$957K	Sell	64,207 -6,903	-10%	-$115K	0.03%	453
2025 Q4	$1.24M	Sell	71,110 -25,563	-26%	-$405K	0.04%	348
2025 Q3	$1.37M	Buy	96,673 +3,592	+4%	+$50.7K	0.04%	284
2025 Q2	$1.32M	Buy	93,081 +44,837	+93%	+$593K	0.05%	266
2025 Q1	$575K	Buy	48,244 +3,143	+7%	+$35.2K	0.03%	476
2024 Q4	$459K	Buy	45,101 +5,055	+13%	+$50K	0.02%	515
2024 Q3	$375K	Buy	40,046 +12,236	+44%	+$109K	0.02%	572
2024 Q2	$223K	Buy	27,810 +10,371	+59%	+$80.5K	0.02%	699
2024 Q1	$119K	Buy	17,439 +6,723	+63%	+$39.9K	0.01%	706
2023 Q4	$60.3K	Buy	+10,716	New	+$56.9K	0.01%	598

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