Grove Bank & Trust’s NatWest NWG Stock Holding History

Grove Bank & Trust’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	$14.9K	Hold	848	–	–	﹤0.01%	599
2026 Q1	$12.6K	Buy	848 +53	+7%	+$881	﹤0.01%	593
2025 Q4	$13.9K	Hold	795	–	–	﹤0.01%	589
2025 Q3	$11.2K	Hold	795	–	–	﹤0.01%	596
2025 Q2	$11.2K	Hold	795	–	–	﹤0.01%	595
2025 Q1	$9.48K	Hold	795	–	–	﹤0.01%	590
2024 Q4	$8.09K	Buy	795 +462	+139%	+$4.57K	﹤0.01%	548
2024 Q3	$3.12K	Buy	+333	New	+$2.96K	﹤0.01%	608
2018 Q1	–	Sell	-6,556	Closed	-$54K	–	358
2017 Q4	$54K	Sell	6,556 -10,047	-61%	-$80.3K	0.02%	287
2017 Q3	$130K	Sell	16,603 -1,606	-9%	-$11.7K	0.06%	201
2017 Q2	$128K	Buy	18,209 +13,139	+259%	+$91.8K	0.08%	171
2017 Q1	$33K	Buy	+5,070	New	+$31.9K	0.03%	254

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