Cetera Investment Advisers
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Cetera Investment Advisers’s NatWest NWG Stock Holding History

Cetera Investment Advisers’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 		$3.87M Sell
259,810
-26,699
-9% -$444K ﹤0.01% 1694
2025
Q4 		$5.01M Sell
286,509
-13,295
-4% -$211K 0.01% 1461
2025
Q3 		$4.24M Buy
299,804
+186,113
+164% +$2.63M ﹤0.01% 1537
2025
Q2 		$1.61M Buy
113,691
+28,137
+33% +$372K ﹤0.01% 2013
2025
Q1 		$1.02M Buy
85,554
+9,754
+13% +$109K ﹤0.01% 2246
2024
Q4 		$771K Buy
75,800
+6,998
+10% +$69.3K ﹤0.01% 2351
2024
Q3 		$644K Buy
68,802
+16,334
+31% +$145K ﹤0.01% 2449
2024
Q2 		$421K Buy
52,468
+18,335
+54% +$142K ﹤0.01% 2731
2024
Q1 		$232K Buy
34,133
+13,338
+64% +$79.1K ﹤0.01% 3254
2023
Q4 		$117K Sell
20,795
-1,266
-6% -$6.72K ﹤0.01% 2125
2023
Q3 		$129K Buy
22,061
+3,373
+18% +$20.4K ﹤0.01% 2055
2023
Q2 		$114K Sell
18,688
-544
-3% -$3.57K ﹤0.01% 2080
2023
Q1 		$127K Buy
19,232
+49
+0.3% +$346 ﹤0.01% 2029
2022
Q4 		$124K Buy
19,183
+2,625
+16% +$15.4K ﹤0.01% 1973
2022
Q3 		$83K Sell
16,558
-42
-0.3% -$259 ﹤0.01% 1598
2022
Q2 		$97K Buy
16,600
+440
+3% +$2.64K ﹤0.01% 1741
2022
Q1 		$99K Buy
+16,160
New +$109K ﹤0.01% 1802

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
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