Five Oceans Advisors’s NatWest NWG Stock Holding History

Five Oceans 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 Q2	$224K	Hold	12,684	–	–	0.07%	189
2026 Q1	$189K	Hold	12,684	–	–	0.07%	191
2025 Q4	$222K	Hold	12,684	–	–	0.08%	167
2025 Q3	$179K	Hold	12,684	–	–	0.07%	185
2025 Q2	$179K	Hold	12,684	–	–	0.08%	186
2025 Q1	$151K	Hold	12,684	–	–	0.07%	173
2024 Q4	$129K	Buy	12,684 +1,358	+12%	+$13.4K	0.06%	175
2024 Q3	$106K	Buy	11,326 +360	+3%	+$3.2K	0.05%	194
2024 Q2	$88.1K	Sell	10,966 -8	-0.1%	-$62	0.05%	176
2024 Q1	$74.6K	Hold	10,974	–	–	0.04%	194
2023 Q4	$61.8K	Buy	+10,974	New	+$58.3K	0.03%	171
2021 Q4	–	Sell	-12,972	Closed	-$85K	–	115
2021 Q3	$85K	Buy	+12,972	New	+$80.7K	0.1%	92

Other funds holding NWG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return