Bear Mountain Capital’s NatWest NWG Stock Holding History

Bear Mountain Capital’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 Q4	–	Sell	-15	Closed	-$215	–	279
2025 Q3	$215	Buy	+15	New	+$212	﹤0.01%	264

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bear Mountain Capital's NWG Position: Q4 2025 in Review

Bear Mountain Capital sold out of NatWest (NWG) in Q4 2025, closing a stake of 15 shares — an estimated $215 sold.

Bear Mountain Capital first reported a position in NWG in Q3 2025 and held it in 1 quarter. The position peaked at $215 in Q3 2025. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

Bear Mountain Capital reported no remaining NatWest position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 15 NatWest shares in Q4 2025, an estimated $215.
Bear Mountain Capital first reported a position in NatWest in Q3 2025 and held it in 1 quarter.
Bear Mountain Capital's NatWest position peaked at $215 in Q3 2025.
412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.