Eagle Rock Investment Company’s NatWest NWG Stock Holding History

Eagle Rock Investment Company’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	–	Sell	-12,433	Closed	-$176K	–	172
2025 Q3	$176K	Buy	12,433 +1,301	+12%	+$18.4K	0.03%	163
2025 Q2	$158K	Buy	+11,132	New	+$147K	0.02%	155

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Eagle Rock Investment Company's NWG Position: Q4 2025 in Review

Eagle Rock Investment Company sold out of NatWest (NWG) in Q4 2025, closing a stake of 12,433 shares — an estimated $176K sold.

Eagle Rock Investment Company first reported a position in NWG in Q2 2025 and held it in 2 quarters. The position peaked at $176K in Q3 2025. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

Eagle Rock Investment Company reported no remaining NatWest position as of Q4 2025 after selling out during the quarter.
Eagle Rock Investment Company sold 12,433 NatWest shares in Q4 2025, an estimated $176K.
Eagle Rock Investment Company first reported a position in NatWest in Q2 2025 and held it in 2 quarters.
Eagle Rock Investment Company's NatWest position peaked at $176K in Q3 2025.
412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Eagle Rock Investment Company's 13F filing for Q4 2025, filed 14 Jan 2026.