Evergreen Capital Management’s NatWest NWG Stock Holding History

Evergreen Capital 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
2026 Q1	$861K	Buy	55,525 +3,446	+7%	+$57.3K	0.02%	538
2025 Q4	$911K	Buy	52,079 +2,212	+4%	+$35.1K	0.02%	496
2025 Q3	$706K	Buy	49,867 +20,595	+70%	+$291K	0.02%	501
2025 Q2	$414K	Buy	29,272 +697	+2%	+$9.21K	0.01%	646
2025 Q1	$352K	Sell	28,575 -1,792	-6%	-$20.1K	0.01%	666
2024 Q4	$309K	Buy	30,367 +12,781	+73%	+$126K	0.01%	722
2024 Q3	$165K	Buy	17,586 +1,417	+9%	+$12.6K	0.01%	962
2024 Q2	$130K	Hold	16,169	–	–	﹤0.01%	899
2024 Q1	$115K	Buy	+16,169	New	+$95.9K	﹤0.01%	839
2023 Q4	–	Sell	-14,387	Closed	-$83.9K	–	883
2023 Q3	$83.9K	Buy	+14,387	New	+$86.9K	﹤0.01%	766
2022 Q3	–	Sell	-11,559	Closed	-$68K	–	632
2022 Q2	$68K	Buy	+11,559	New	+$69.3K	﹤0.01%	553
2020 Q2	–	Sell	-12,945	Closed	-$38K	–	418
2020 Q1	$38K	Buy	+12,945	New	+$68.1K	﹤0.01%	361
2019 Q3	–	Sell	-16,253	Closed	-$99K	–	460
2019 Q2	$99K	Buy	16,253 +178	+1%	+$1.17K	0.01%	417
2019 Q1	$113K	Buy	16,075 +1,209	+8%	+$8.48K	0.01%	383
2018 Q4	$89K	Buy	+14,866	New	+$95.2K	0.01%	363

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