Iconiq Capital’s NatWest NWG Stock Holding History

Iconiq Capital’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	-31,641	Closed	-$448K	–	300
2025 Q2	$448K	Buy	31,641 +1,423	+5%	+$18.8K	0.01%	209
2025 Q1	$360K	Buy	30,218 +4,029	+15%	+$45.2K	0.01%	228
2024 Q4	$266K	Buy	+26,189	New	+$259K	﹤0.01%	263

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

Iconiq Capital's NWG Position: Q3 2025 in Review

Iconiq Capital sold out of NatWest (NWG) in Q3 2025, closing a stake of 31,641 shares — an estimated $448K sold.

Iconiq Capital first reported a position in NWG in Q4 2024 and held it in 3 quarters. The position peaked at $448K in Q2 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

Iconiq Capital reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
Iconiq Capital sold 31,641 NatWest shares in Q3 2025, an estimated $448K.
Iconiq Capital first reported a position in NatWest in Q4 2024 and held it in 3 quarters.
Iconiq Capital's NatWest position peaked at $448K in Q2 2025.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on Iconiq Capital's 13F filing for Q3 2025, filed 14 Nov 2025.