CFFP
NWG icon

Center for Financial Planning’s NatWest NWG Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-240
Closed -$2.86K – 695
2025
Q1 		$2.86K Hold
240
– – ﹤0.01% 568
2024
Q4 		$2.44K Buy
+240
New +$2.38K ﹤0.01% 526

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Center for Financial Planning's NWG Position: Q2 2025 in Review

Center for Financial Planning sold out of NatWest (NWG) in Q2 2025, closing a stake of 240 shares — an estimated $2.86K sold.

Center for Financial Planning first reported a position in NWG in Q4 2024 and held it in 2 quarters. The position peaked at $2.86K in Q1 2025. 366 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

  • Center for Financial Planning reported no remaining NatWest position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 240 NatWest shares in Q2 2025, an estimated $2.86K.
  • Center for Financial Planning first reported a position in NatWest in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's NatWest position peaked at $2.86K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.