Kathmere Capital Management’s NatWest NWG Stock Holding History

Kathmere Capital Management’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	$971K	Sell	65,168 -500	-0.8%	-$8.31K	0.06%	222
2025 Q4	$1.15M	Buy	65,668 +6,161	+10%	+$97.7K	0.08%	166
2025 Q3	$842K	Buy	59,507 +6,862	+13%	+$96.8K	0.06%	202
2025 Q2	$745K	Sell	52,645 -11,988	-19%	-$158K	0.06%	206
2025 Q1	$770K	Buy	64,633 +1,853	+3%	+$20.8K	0.07%	181
2024 Q4	$638K	Buy	62,780 +930	+2%	+$9.2K	0.06%	188
2024 Q3	$579K	Buy	61,850 +6,020	+11%	+$53.6K	0.05%	183
2024 Q2	$448K	Buy	55,830 +14,587	+35%	+$113K	0.05%	187
2024 Q1	$280K	Buy	41,243 +23,175	+128%	+$137K	0.03%	240
2023 Q4	$102K	Buy	18,068 +5,317	+42%	+$28.2K	0.01%	286
2023 Q3	$74.3K	Sell	12,751 -3,302	-21%	-$20K	0.01%	262
2023 Q2	$98.2K	Sell	16,053 -8,652	-35%	-$56.8K	0.02%	230
2023 Q1	$163K	Sell	24,705 -4,506	-15%	-$31.8K	0.03%	215
2022 Q4	$189K	Buy	29,211 +10,274	+54%	+$60.2K	0.03%	187
2022 Q3	$94K	Buy	18,937 +6,578	+53%	+$40.5K	0.02%	160
2022 Q2	$73K	Buy	+12,359	New	+$74.1K	0.01%	161

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