HUB Investment Partners’s NatWest NWG Stock Holding History

HUB Investment Partners’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	$350K	Buy	23,468 +1,603	+7%	+$26.6K	0.01%	730
2025 Q4	$383K	Buy	21,865 +77	+0.4%	+$1.22K	0.01%	576
2025 Q3	$308K	Buy	21,788 +1,562	+8%	+$22K	0.01%	536
2025 Q2	$286K	Buy	20,226 +1,535	+8%	+$20.3K	0.01%	527
2025 Q1	$223K	Sell	18,691 -966	-5%	-$10.8K	0.01%	527
2024 Q4	$200K	Buy	19,657 +1,807	+10%	+$17.9K	0.01%	509
2024 Q3	$167K	Buy	17,850 +268	+2%	+$2.38K	0.01%	491
2024 Q2	$141K	Buy	17,582 +3,805	+28%	+$29.5K	0.01%	460
2024 Q1	$93.7K	Buy	+13,777	New	+$81.7K	0.01%	462

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