Goldstone Financial Group’s NatWest NWG Stock Holding History

Goldstone Financial Group’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	$697K	Sell	46,771 -11,287	-19%	-$188K	0.08%	143
2025 Q4	$1.02M	Buy	58,058 +2,955	+5%	+$46.8K	0.11%	110
2025 Q3	$780K	Buy	55,103 +10,837	+24%	+$153K	0.09%	134
2025 Q2	$595K	Buy	44,266 +1,683	+4%	+$22.2K	0.08%	144
2025 Q1	$508K	Sell	42,583 -40	-0.1%	-$448	0.08%	134
2024 Q4	$433K	Buy	42,623 +10,634	+33%	+$105K	0.07%	136
2024 Q3	$299K	Buy	31,989 +1,317	+4%	+$11.7K	0.05%	152
2024 Q2	$246K	Buy	30,672 +1,142	+4%	+$8.87K	0.05%	161
2024 Q1	$201K	Buy	29,530 +2,301	+8%	+$13.7K	0.05%	165
2023 Q4	$153K	Buy	27,229 +5,942	+28%	+$31.6K	0.04%	159
2023 Q3	$124K	Sell	21,287 -2,294	-10%	-$13.9K	0.04%	150
2023 Q2	$144K	Buy	+23,581	New	+$155K	0.04%	162

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