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B. Riley Wealth Advisors’s NatWest NWG Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-15,708
Closed -$160K – 1386
2024
Q4 		$160K Buy
15,708
+442
+3% +$4.38K 0.01% 1058
2024
Q3 		$138K Buy
15,266
+541
+4% +$4.81K ﹤0.01% 1183
2024
Q2 		$118K Sell
14,725
-4,304
-23% -$33.4K ﹤0.01% 1301
2024
Q1 		$111K Buy
19,029
+6,910
+57% +$41K ﹤0.01% 1349
2023
Q4 		$69.9K Sell
12,119
-6,910
-36% -$36.7K ﹤0.01% 1342
2023
Q3 		$111K Buy
19,029
+8,193
+76% +$49.5K ﹤0.01% 1349
2023
Q2 		$66.3K Buy
10,836
+126
+1% +$828 ﹤0.01% 1466
2023
Q1 		$73.1K Buy
+10,710
New +$75.6K ﹤0.01% 1415
2022
Q3 		– Sell
-10,097
Closed -$60K – 1503
2022
Q2 		$60K Buy
10,097
+508
+5% +$3.04K ﹤0.01% 1165
2022
Q1 		$60K Buy
+9,589
New +$64.7K ﹤0.01% 1328
2015
Q1 		– Sell
-929
Closed -$12K – 1507
2014
Q4 		$12K Buy
+929
New +$11.9K ﹤0.01% 2780
2014
Q3 		– Sell
-1,857
Closed -$22.6K – 1468
2014
Q2 		$22.6K Buy
+1,857
New +$21.8K 0.01% 1413

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Advisors's NWG Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of NatWest (NWG) in Q1 2025, closing a stake of 15,708 shares — an estimated $160K sold.

B. Riley Wealth Advisors first reported a position in NWG in Q2 2014 and held it in 12 quarters. The position peaked at $160K in Q4 2024. 326 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,708 NatWest shares in Q1 2025, an estimated $160K.
  • B. Riley Wealth Advisors first reported a position in NatWest in Q2 2014 and held it in 12 quarters.
  • B. Riley Wealth Advisors's NatWest position peaked at $160K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.