Farther Finance Advisors’s NatWest NWG Stock Holding History

Farther Finance Advisors’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	$476K	Buy	30,615 +27	+0.1%	+$449	﹤0.01%	1429
2025 Q4	$535K	Buy	30,588 +19,778	+183%	+$314K	0.01%	1261
2025 Q3	$153K	Buy	10,810 +8,777	+432%	+$124K	﹤0.01%	1765
2025 Q2	$28.8K	Buy	2,033 +71	+4%	+$939	﹤0.01%	2447
2025 Q1	$23.5K	Buy	1,962 +149	+8%	+$1.67K	﹤0.01%	2308
2024 Q4	$18.4K	Buy	1,813 +1,397	+336%	+$13.8K	﹤0.01%	2120
2024 Q3	$3.89K	Sell	416 -6	-1%	-$53	﹤0.01%	2745
2024 Q2	$3.44K	Buy	422 +66	+19%	+$512	﹤0.01%	2561
2024 Q1	$2.39K	Sell	356 -166	-32%	-$985	﹤0.01%	2411
2023 Q4	$2.94K	Buy	522 +425	+438%	+$2.26K	﹤0.01%	2253
2023 Q3	$566	Buy	97 +13	+15%	+$79	﹤0.01%	2234
2023 Q2	$514	Hold	84	–	–	﹤0.01%	2147
2023 Q1	$554	Hold	84	–	–	﹤0.01%	1980
2022 Q4	$543	Buy	+84	New	+$492	﹤0.01%	1819

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