CIBC Private Wealth Group
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CIBC Private Wealth Group’s NatWest NWG Stock Holding History

CIBC Private Wealth Group’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
Q4 		$71.6K Buy
4,094
+1,762
+76% +$27.9K ﹤0.01% 1642
2025
Q3 		$33K Sell
2,332
-470
-17% -$6.63K ﹤0.01% 1971
2025
Q2 		$39.6K Buy
2,802
+236
+9% +$3.12K ﹤0.01% 1759
2025
Q1 		$27.1K Buy
2,566
+1,108
+76% +$12.4K ﹤0.01% 1885
2024
Q4 		$14.3K Buy
1,458
+942
+183% +$9.32K ﹤0.01% 2161
2024
Q3 		$4.83K Buy
516
+384
+291% +$3.42K ﹤0.01% 2599
2024
Q2 		$1.14K Buy
132
+131
+13,100% +$1.02K ﹤0.01% 2876
2024
Q1 		$6 Buy
+1
New +$6 ﹤0.01% 3054
2018
Q1 		– Sell
-2,089
Closed -$17K – 2033
2017
Q4 		$17K Buy
+2,089
New +$16.7K ﹤0.01% 1436

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Private Wealth Group's NWG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its NatWest (NWG) stake by 76% in Q4 2025, buying an estimated $27.9K and bringing the position to 4,094 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

CIBC Private Wealth Group first reported a position in NWG in Q4 2017 and has held it in 9 quarters since. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

  • CIBC Private Wealth Group held 4,094 shares of NatWest worth $71.6K as of Q4 2025.
  • CIBC Private Wealth Group bought 1,762 NatWest shares in Q4 2025, an estimated $27.9K.
  • NatWest made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1642 holding.
  • CIBC Private Wealth Group first reported a position in NatWest in Q4 2017 and has held it in 9 quarters since.
  • 412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.