High Note Wealth’s NatWest NWG Stock Holding History

High Note Wealth’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
2025 Q3	–	Sell	-10	Closed	-$142	–	953
2025 Q2	$142	Buy	+10	New	+$132	﹤0.01%	851

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Note Wealth's NWG Position: Q3 2025 in Review

High Note Wealth sold out of NatWest (NWG) in Q3 2025, closing a stake of 10 shares — an estimated $142 sold.

High Note Wealth first reported a position in NWG in Q2 2025 and held it in 1 quarter. The position peaked at $142 in Q2 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

High Note Wealth reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 10 NatWest shares in Q3 2025, an estimated $142.
High Note Wealth first reported a position in NatWest in Q2 2025 and held it in 1 quarter.
High Note Wealth's NatWest position peaked at $142 in Q2 2025.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.