Graham Capital Management’s NatWest NWG Stock Holding History

Graham Capital 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	$1.89M	Sell	127,139 -19,829	-13%	-$329K	0.06%	301
2025 Q4	$2.57M	Buy	146,968 +120,678	+459%	+$1.91M	0.09%	203
2025 Q3	$372K	Sell	26,290 -220,529	-89%	-$3.11M	0.01%	743
2025 Q2	$3.49M	Buy	246,819 +158,519	+180%	+$2.1M	0.11%	206
2025 Q1	$1.05M	Buy	+88,300	New	+$990K	0.03%	533
2024 Q4	–	Sell	-12,304	Closed	-$115K	–	1418
2024 Q3	$115K	Buy	+12,304	New	+$109K	﹤0.01%	992
2024 Q1	–	Sell	-11,186	Closed	-$63K	–	1241
2023 Q4	$63K	Buy	+11,186	New	+$59.4K	﹤0.01%	933

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