Barometer Capital Management’s NatWest NWG Stock Holding History

Barometer Capital Management’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	$1.3M	Buy	87,500 +78,977	+927%	+$1.31M	0.45%	53
2025 Q4	$2.18M	Sell	8,523 -69,201	-89%	-$1.1M	0.53%	34
2025 Q3	$1.1M	Buy	77,724 +24,500	+46%	+$346K	0.25%	58
2025 Q2	$740K	Buy	53,224 +31,300	+143%	+$414K	0.2%	55
2025 Q1	$261K	Hold	21,924	–	–	0.1%	98
2024 Q4	$176K	Hold	21,924	–	–	0.07%	114
2024 Q3	$205K	Hold	21,924	–	–	0.06%	111
2024 Q2	$176K	Sell	21,924 -34,000	-61%	-$264K	0.07%	131
2024 Q1	$431K	Buy	55,924 +34,824	+165%	+$207K	0.11%	97
2023 Q4	$119K	Buy	+21,100	New	+$112K	0.03%	147

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