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Financial Counselors Inc’s NatWest NWG Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-27,874
Closed -$332K – 375
2025
Q1 		$332K Sell
27,874
-11,456
-29% -$128K 0.01% 479
2024
Q4 		$400K Buy
39,330
+210
+0.5% +$2.08K 0.01% 447
2024
Q3 		$366K Buy
39,120
+3,567
+10% +$31.7K 0.01% 476
2024
Q2 		$285K Buy
35,553
+4,861
+16% +$37.7K ﹤0.01% 502
2024
Q1 		$209K Hold
30,692
– – ﹤0.01% 553
2023
Q4 		$173K Buy
30,692
+732
+2% +$3.89K ﹤0.01% 560
2023
Q3 		$175K Buy
29,960
+976
+3% +$5.9K ﹤0.01% 543
2023
Q2 		$177K Hold
28,984
– – ﹤0.01% 489
2023
Q1 		$191K Buy
28,984
+16,707
+136% +$118K ﹤0.01% 486
2022
Q4 		$79K Buy
+12,277
New +$71.9K ﹤0.01% 499

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

Financial Counselors Inc's NWG Position: Q2 2025 in Review

Financial Counselors Inc sold out of NatWest (NWG) in Q2 2025, closing a stake of 27,874 shares — an estimated $332K sold.

Financial Counselors Inc first reported a position in NWG in Q4 2022 and held it in 10 quarters. The position peaked at $400K in Q4 2024. 366 funds tracked by Wall St. Rank hold NWG as of Q2 2025.

  • Financial Counselors Inc reported no remaining NatWest position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 27,874 NatWest shares in Q2 2025, an estimated $332K.
  • Financial Counselors Inc first reported a position in NatWest in Q4 2022 and held it in 10 quarters.
  • Financial Counselors Inc's NatWest position peaked at $400K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held NatWest as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.