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Congress Wealth Management’s NatWest NWG Stock Holding History

Congress Wealth Management’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 		$453K Buy
32,038
+1,680
+6% +$22.2K ﹤0.01% 957
2025
Q1 		$362K Sell
30,358
-1,165
-4% -$13.1K ﹤0.01% 900
2024
Q4 		$321K Buy
31,523
+2,598
+9% +$25.7K ﹤0.01% 749
2024
Q3 		$271K Buy
+28,925
New +$257K ﹤0.01% 754

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

Congress Wealth Management's NWG Position: Q2 2025 in Review

Congress Wealth Management increased its NatWest (NWG) stake by 5.5% in Q2 2025, buying an estimated $22.2K and bringing the position to 32,038 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Congress Wealth Management first reported a position in NWG in Q3 2024 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

  • Congress Wealth Management held 32,038 shares of NatWest worth $453K as of Q2 2025.
  • Congress Wealth Management bought 1,680 NatWest shares in Q2 2025, an estimated $22.2K.
  • NatWest made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #957 holding.
  • Congress Wealth Management first reported a position in NatWest in Q3 2024 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.