Integrated Wealth Concepts’s NatWest NWG Stock Holding History

Integrated Wealth Concepts’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	$577K	Buy	38,714 +3,023	+8%	+$50.2K	﹤0.01%	1453
2025 Q4	$625K	Buy	35,691 +1,395	+4%	+$22.1K	0.01%	988
2025 Q3	$485K	Sell	34,296 -11,750	-26%	-$166K	﹤0.01%	1361
2025 Q2	$652K	Buy	46,046 +10,696	+30%	+$141K	0.01%	1131
2025 Q1	$421K	Sell	35,350 -521	-1%	-$5.84K	﹤0.01%	1226
2024 Q4	$365K	Buy	35,871 +1,473	+4%	+$14.6K	﹤0.01%	1268
2024 Q3	$322K	Buy	34,398 +487	+1%	+$4.33K	﹤0.01%	1295
2024 Q2	$272K	Buy	33,911 +1,968	+6%	+$15.3K	﹤0.01%	1366
2024 Q1	$217K	Buy	31,943 +1,086	+4%	+$6.44K	﹤0.01%	1487
2023 Q4	$174K	Sell	30,857 -258,882	-89%	-$1.37M	﹤0.01%	1484
2023 Q3	$1.69M	Buy	289,739 +5,935	+2%	+$35.9K	0.03%	506
2023 Q2	$1.74M	Sell	283,804 -2,706	-0.9%	-$17.8K	0.03%	515
2023 Q1	$1.89M	Buy	+286,510	New	+$2.02M	0.04%	434

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