GeoWealth Management’s NatWest NWG Stock Holding History

GeoWealth 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	$945K	Buy	63,439 +35,255	+125%	+$586K	0.03%	304
2025 Q4	$493K	Buy	28,184 +7,015	+33%	+$111K	0.02%	441
2025 Q3	$300K	Sell	21,169 -1,199	-5%	-$16.9K	0.01%	592
2025 Q2	$317K	Sell	22,368 -80	-0.4%	-$1.06K	0.01%	530
2025 Q1	$268K	Sell	22,448 -14,884	-40%	-$167K	0.01%	580
2024 Q4	$380K	Sell	37,332 -805	-2%	-$7.97K	0.01%	550
2024 Q3	$357K	Sell	38,137 -11,934	-24%	-$106K	0.01%	557
2024 Q2	$402K	Buy	50,071 +23,008	+85%	+$179K	0.02%	493
2024 Q1	$184K	Buy	27,063 +6,969	+35%	+$41.3K	0.01%	705
2023 Q4	$113K	Buy	+20,094	New	+$107K	0.01%	579

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