Forum Financial Management’s NatWest NWG Stock Holding History

Forum Financial 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	–	Sell	-40,696	Closed	-$712K	–	768
2025 Q4	$712K	Hold	40,696	–	–	0.01%	341
2025 Q3	$576K	Hold	40,696	–	–	0.01%	404
2025 Q2	$576K	Hold	40,696	–	–	0.01%	364
2025 Q1	$485K	Hold	40,696	–	–	0.01%	384
2024 Q4	$414K	Buy	40,696 +19,742	+94%	+$195K	0.01%	463
2024 Q3	$196K	Hold	20,954	–	–	﹤0.01%	729
2024 Q2	$168K	Hold	20,954	–	–	﹤0.01%	684
2024 Q1	$142K	Hold	20,954	–	–	﹤0.01%	723
2023 Q4	$118K	Buy	20,954 +3,662	+21%	+$19.4K	﹤0.01%	670
2023 Q3	$101K	Hold	17,292	–	–	﹤0.01%	620
2023 Q2	$106K	Hold	17,292	–	–	﹤0.01%	639
2023 Q1	$114K	Hold	17,292	–	–	﹤0.01%	596
2022 Q4	$112K	Hold	17,292	–	–	﹤0.01%	571
2022 Q3	$86K	Sell	17,292 -1	-0%	-$6	﹤0.01%	521
2022 Q2	$101K	Hold	17,293	–	–	0.01%	551
2022 Q1	$105K	Hold	17,293	–	–	0.01%	591
2021 Q4	$114K	Buy	+17,293	New	+$112K	0.01%	634

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