CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s NatWest NWG Stock Holding History

CAPTRUST Financial 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 		$4.36M Buy
292,639
+89,155
+44% +$1.48M 0.01% 831
2025
Q4 		$3.56M Buy
203,484
+173,702
+583% +$2.75M 0.01% 803
2025
Q3 		$421K Buy
29,782
+3,610
+14% +$50.9K ﹤0.01% 1933
2025
Q2 		$370K Sell
26,172
-10
-0% -$132 ﹤0.01% 1921
2025
Q1 		$312K Buy
+26,182
New +$293K ﹤0.01% 1916
2024
Q4 		– Sell
-19,662
Closed -$184K – 2368
2024
Q3 		$184K Buy
19,662
+3,854
+24% +$34.3K ﹤0.01% 2146
2024
Q2 		$127K Buy
+15,808
New +$123K ﹤0.01% 2095
2024
Q1 		– Sell
-27,257
Closed -$153K – 2481
2023
Q4 		$153K Buy
27,257
+542
+2% +$2.88K ﹤0.01% 2459
2023
Q3 		$156K Buy
26,715
+13,721
+106% +$82.9K ﹤0.01% 2356
2023
Q2 		$79.5K Sell
12,994
-2,016
-13% -$13.2K ﹤0.01% 2404
2023
Q1 		$99.1K Buy
+15,010
New +$106K ﹤0.01% 2161
2022
Q3 		– Sell
-3,310
Closed -$19K – 3360
2022
Q2 		$19K Buy
3,310
+550
+20% +$3.3K ﹤0.01% 3408
2022
Q1 		$17K Buy
2,760
+1,917
+227% +$12.9K ﹤0.01% 3493
2021
Q4 		$6K Buy
843
+259
+44% +$1.68K ﹤0.01% 3996
2021
Q3 		$4K Hold
584
– – ﹤0.01% 4046
2021
Q2 		$4K Buy
584
+33
+6% +$199 ﹤0.01% 3953
2021
Q1 		$3K Buy
+551
New +$2.85K ﹤0.01% 3928

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Jones Financial Companies
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return