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Callan Capital’s NatWest NWG Stock Holding History

Callan 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
Q1 		$271K Buy
22,744
+3,111
+16% +$34.9K 0.02% 303
2024
Q4 		$200K Buy
19,633
+3,188
+19% +$31.6K 0.01% 324
2024
Q3 		$154K Buy
16,445
+4,387
+36% +$39K 0.01% 340
2024
Q2 		$96.8K Buy
+12,058
New +$93.6K 0.01% 307

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Callan Capital's NWG Position: Q1 2025 in Review

Callan Capital increased its NatWest (NWG) stake by 16% in Q1 2025, buying an estimated $34.9K and bringing the position to 22,744 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #303.

Callan Capital first reported a position in NWG in Q2 2024 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

  • Callan Capital held 22,744 shares of NatWest worth $271K as of Q1 2025.
  • Callan Capital bought 3,111 NatWest shares in Q1 2025, an estimated $34.9K.
  • NatWest made up 0.02% of Callan Capital's portfolio in Q1 2025, its #303 holding.
  • Callan Capital first reported a position in NatWest in Q2 2024 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.