Bell Investment Advisors’s NatWest NWG Stock Holding History

Bell Investment 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
2026 Q1	$10.9K	Sell	731 -261	-26%	-$4.34K	﹤0.01%	648
2025 Q4	$17.4K	Buy	992 +340	+52%	+$5.39K	﹤0.01%	491
2025 Q3	$9.23K	Sell	652 -115	-15%	-$1.62K	﹤0.01%	672
2025 Q2	$10.9K	Hold	767	–	–	﹤0.01%	642
2025 Q1	$9.14K	Hold	767	–	–	﹤0.01%	642
2024 Q4	$7.8K	Hold	767	–	–	﹤0.01%	710
2024 Q3	$7.18K	Hold	767	–	–	﹤0.01%	763
2024 Q2	$6.16K	Hold	767	–	–	﹤0.01%	825
2024 Q1	$5.22K	Sell	767 -89	-10%	-$528	﹤0.01%	888
2023 Q4	$4.82K	Buy	856 +770	+895%	+$4.09K	﹤0.01%	905
2023 Q3	$502	Buy	+86	New	+$520	﹤0.01%	1797
2022 Q4	–	Sell	-1	Closed	–	–	1996
2022 Q3	$0	Sell	1 -187	-99%	-$1.15K	﹤0.01%	1876
2022 Q2	$1K	Buy	+188	New	+$1.13K	﹤0.01%	1522

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