IEQ Capital’s NatWest NWG Stock Holding History

IEQ 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
2026 Q1	$1.04M	Buy	69,529 +8,628	+14%	+$143K	﹤0.01%	1035
2025 Q4	$1.07M	Buy	60,901 +4,643	+8%	+$73.6K	﹤0.01%	1022
2025 Q3	$796K	Buy	56,258 +23,417	+71%	+$330K	﹤0.01%	1098
2025 Q2	$465K	Buy	32,841 +5,811	+21%	+$76.8K	﹤0.01%	1195
2025 Q1	$322K	Buy	27,030 +10,483	+63%	+$118K	﹤0.01%	1156
2024 Q4	$168K	Buy	16,547 +787	+5%	+$7.79K	﹤0.01%	1229
2024 Q3	$148K	Buy	15,760 +3,010	+24%	+$26.8K	﹤0.01%	1085
2024 Q2	$102K	Buy	+12,750	New	+$99K	﹤0.01%	953
2023 Q1	–	Sell	-11,956	Closed	-$77.2K	–	905
2022 Q4	$77.2K	Sell	11,956 -963	-7%	-$5.64K	﹤0.01%	782
2022 Q3	$64K	Sell	12,919 -97	-0.7%	-$597	﹤0.01%	818
2022 Q2	$76K	Buy	13,016 +2,356	+22%	+$14.1K	﹤0.01%	776
2022 Q1	$65K	Buy	+10,660	New	+$71.9K	﹤0.01%	798
2021 Q1	–	Sell	-287,857	Closed	-$1.4M	–	492
2020 Q4	$1.4M	Buy	+287,857	New	+$1.15M	0.06%	145

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