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Clarius Group LLC’s NatWest NWG Stock Holding History

Clarius Group LLC’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 		$261K Hold
14,939
– – 0.01% 318
2025
Q3 		$211K Hold
14,939
– – 0.01% 372
2025
Q2 		$211K Sell
14,939
-1,141
-7% -$15.1K 0.01% 442
2025
Q1 		$192K Buy
16,080
+155
+1% +$1.74K 0.01% 463
2024
Q4 		$162K Sell
15,925
-1
-0% -$10 0.01% 438
2024
Q3 		$149K Sell
15,926
-979
-6% -$8.71K 0.01% 441
2024
Q2 		$136K Sell
16,905
-2,753
-14% -$21.4K 0.01% 430
2024
Q1 		$134K Buy
19,658
+102
+0.5% +$605 0.01% 469
2023
Q4 		$110K Sell
19,556
-1,364
-7% -$7.24K 0.01% 470
2023
Q3 		$122K Buy
+20,920
New +$126K 0.01% 448
2023
Q2 		– Sell
-27,409
Closed -$181K – 510
2023
Q1 		$181K Sell
27,409
-80
-0.3% -$565 0.02% 487
2022
Q4 		$178K Sell
27,489
-16,253
-37% -$95.2K 0.02% 488
2022
Q3 		$218K Buy
43,742
+1,459
+3% +$8.98K 0.02% 430
2022
Q2 		$248K Buy
42,283
+1,334
+3% +$7.99K 0.02% 389
2022
Q1 		$269K Hold
40,949
– – 0.02% 392
2021
Q4 		$269K Buy
40,949
+11,854
+41% +$77K 0.02% 392
2021
Q3 		$191K Buy
29,095
+3,553
+14% +$22.1K 0.02% 411
2021
Q2 		$155K Buy
25,542
+312
+1% +$1.89K 0.01% 413
2021
Q1 		$146K Sell
25,230
-8
-0% -$41 0.01% 376
2020
Q4 		$123K Sell
25,238
-1,202
-5% -$4.8K 0.01% 342
2020
Q3 		$77K Sell
26,440
-6,548
-20% -$20.3K 0.01% 295
2020
Q2 		$108K Buy
32,988
+23,603
+251% +$73.4K 0.02% 281
2020
Q1 		$27K Buy
+9,385
New +$49.4K 0.01% 256

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

Clarius Group LLC's NWG Position: Q4 2025 in Review

Clarius Group LLC held its NatWest (NWG) position steady in Q4 2025 at 14,939 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #318.

Clarius Group LLC first reported a position in NWG in Q1 2020 and has held it in 23 quarters since. The position peaked at $269K in Q1 2022. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

  • Clarius Group LLC held 14,939 shares of NatWest worth $261K as of Q4 2025.
  • Clarius Group LLC left its NatWest share count unchanged in Q4 2025.
  • NatWest made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #318 holding.
  • Clarius Group LLC first reported a position in NatWest in Q1 2020 and has held it in 23 quarters since.
  • Clarius Group LLC's NatWest position peaked at $269K in Q1 2022.
  • 412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.