Blue Trust Inc’s NatWest NWG Stock Holding History

Blue Trust Inc’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	$823K	Sell	55,233 -8,861	-14%	-$147K	0.01%	330
2025 Q4	$1.12M	Sell	64,094 -4,434	-6%	-$70.3K	0.01%	265
2025 Q3	$970K	Buy	68,528 +2,118	+3%	+$29.9K	0.01%	310
2025 Q2	$940K	Buy	66,410 +3,882	+6%	+$51.3K	0.01%	289
2025 Q1	$745K	Buy	62,528 +17,345	+38%	+$194K	0.01%	311
2024 Q4	$460K	Sell	45,183 -18,741	-29%	-$185K	0.01%	398
2024 Q3	$513K	Buy	63,924 +33,218	+108%	+$296K	0.01%	457
2024 Q2	$209K	Buy	30,706 +11,368	+59%	+$88.2K	﹤0.01%	687
2024 Q1	$131K	Buy	19,338 +3,666	+23%	+$21.8K	﹤0.01%	632
2023 Q4	$91K	Buy	15,672 +6,141	+64%	+$32.6K	﹤0.01%	714
2023 Q3	$59K	Buy	9,531 +6,664	+232%	+$40.3K	﹤0.01%	795
2023 Q2	$19K	Sell	2,867 -26,354	-90%	-$173K	﹤0.01%	1064
2023 Q1	$189K	Buy	29,221 +10,097	+53%	+$71.3K	﹤0.01%	563
2022 Q4	$96K	Buy	19,124 +12,000	+168%	+$70.3K	﹤0.01%	684
2022 Q3	$39K	Buy	7,124 +6,031	+552%	+$37.1K	﹤0.01%	853
2022 Q2	$7K	Buy	+1,093	New	+$6.55K	﹤0.01%	1339

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