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Continuum Advisory’s NatWest NWG Stock Holding History

Continuum Advisory’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
-100
Closed -$1.19K – 1187
2025
Q1 		$1.19K Sell
100
-615
-86% -$6.89K ﹤0.01% 1483
2024
Q4 		$7.27K Sell
715
-139
-16% -$1.38K ﹤0.01% 1059
2024
Q3 		$8.51K Sell
854
-480
-36% -$4.27K ﹤0.01% 1042
2024
Q2 		$10.7K Sell
1,334
-87
-6% -$675 ﹤0.01% 928
2024
Q1 		$11.5K Buy
+1,421
New +$8.43K ﹤0.01% 908

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

Continuum Advisory's NWG Position: Q2 2025 in Review

Continuum Advisory sold out of NatWest (NWG) in Q2 2025, closing a stake of 100 shares — an estimated $1.19K sold.

Continuum Advisory first reported a position in NWG in Q1 2024 and held it in 5 quarters. The position peaked at $11.5K in Q1 2024. 366 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

  • Continuum Advisory reported no remaining NatWest position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 100 NatWest shares in Q2 2025, an estimated $1.19K.
  • Continuum Advisory first reported a position in NatWest in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's NatWest position peaked at $11.5K in Q1 2024.
  • 366 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.