Blue Barn Wealth’s NatWest NWG Stock Holding History

Blue Barn Wealth’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	-16,648	Closed	-$236K	–	125
2025 Q3	$236K	Sell	16,648 -1,286	-7%	-$18.1K	0.1%	141
2025 Q2	$254K	Buy	+17,934	New	+$237K	0.12%	129

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Barn Wealth's NWG Position: Q4 2025 in Review

Blue Barn Wealth sold out of NatWest (NWG) in Q4 2025, closing a stake of 16,648 shares — an estimated $236K sold.

Blue Barn Wealth first reported a position in NWG in Q2 2025 and held it in 2 quarters. The position peaked at $254K in Q2 2025. 411 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

Blue Barn Wealth reported no remaining NatWest position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 16,648 NatWest shares in Q4 2025, an estimated $236K.
Blue Barn Wealth first reported a position in NatWest in Q2 2025 and held it in 2 quarters.
Blue Barn Wealth's NatWest position peaked at $254K in Q2 2025.
411 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.