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Financial Advocates Investment Management’s NatWest NWG Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-12,822
Closed -$181K – 407
2025
Q2 		$181K Buy
+12,822
New +$169K 0.01% 593

Other funds holding NWG

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's NWG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of NatWest (NWG) in Q3 2025, closing a stake of 12,822 shares — an estimated $181K sold.

Financial Advocates Investment Management first reported a position in NWG in Q2 2025 and held it in 1 quarter. The position peaked at $181K in Q2 2025. 374 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,822 NatWest shares in Q3 2025, an estimated $181K.
  • Financial Advocates Investment Management first reported a position in NatWest in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's NatWest position peaked at $181K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.