Cornerstone Planning Group’s NatWest NWG Stock Holding History

Cornerstone Planning 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
2026 Q1	$12.3K	Sell	827 -11	-1%	-$183	﹤0.01%	834
2025 Q4	$15.3K	Buy	838 +106	+14%	+$1.68K	﹤0.01%	665
2025 Q3	$11.3K	Hold	732	–	–	﹤0.01%	743
2025 Q2	$10.3K	Sell	732 -6	-0.8%	-$79	﹤0.01%	552
2025 Q1	$9.42K	Buy	738 +51	+7%	+$572	﹤0.01%	590
2024 Q4	$7.33K	Buy	687 +99	+17%	+$980	﹤0.01%	496
2024 Q3	$5.63K	Buy	588 +39	+7%	+$347	﹤0.01%	545
2024 Q2	$4.58K	Buy	549 +37	+7%	+$287	﹤0.01%	600
2024 Q1	$3.98K	Buy	+512	New	+$3.04K	﹤0.01%	556
2023 Q3	–	Sell	-148	Closed	-$906	–	1281
2023 Q2	$906	Buy	+148	New	+$972	﹤0.01%	1377
2022 Q4	$1.09K	Buy	+148	New	+$867	﹤0.01%	1340

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