Corient Private Wealth

Corient Private Wealth’s NatWest NWG Stock Holding History

Corient Private Wealth’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	$1.28M	Sell	86,445 -128,077	-60%	-$2.13M	﹤0.01%	1504
2025 Q4	$3.75M	Buy	214,522 +135,880	+173%	+$2.15M	﹤0.01%	1197
2025 Q3	$1.11M	Buy	78,642 +12,069	+18%	+$170K	﹤0.01%	1382
2025 Q2	$942K	Buy	66,573 +2,950	+5%	+$39K	﹤0.01%	1387
2025 Q1	$758K	Buy	63,623 +3,711	+6%	+$41.6K	﹤0.01%	1402
2024 Q4	$609K	Buy	59,912 +8,715	+17%	+$86.3K	﹤0.01%	1514
2024 Q3	$479K	Sell	51,197 -16,931	-25%	-$151K	﹤0.01%	1755
2024 Q2	$547K	Buy	68,128 +21,914	+47%	+$170K	﹤0.01%	1594
2024 Q1	$314K	Buy	46,214 +17,429	+61%	+$103K	﹤0.01%	1866
2023 Q4	$162K	Buy	28,785 +426	+2%	+$2.26K	﹤0.01%	2108
2023 Q3	$164K	Sell	28,359 -1,872	-6%	-$11.3K	﹤0.01%	1958
2023 Q2	$181K	Buy	30,231 +940	+3%	+$6.17K	﹤0.01%	1894
2023 Q1	$193K	Buy	29,291 +9,561	+48%	+$67.5K	﹤0.01%	1808
2022 Q4	$128K	Buy	+19,730	New	+$116K	﹤0.01%	1541

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return