Kestra Advisory Services’s NatWest NWG Stock Holding History

Kestra Advisory Services’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	–	Sell	-28,699	Closed	-$502K	–	3986
2025 Q4	$502K	Sell	28,699 -2,287	-7%	-$36.3K	﹤0.01%	2138
2025 Q3	$438K	Buy	30,986 +2,761	+10%	+$39K	﹤0.01%	2152
2025 Q2	$399K	Buy	28,225 +7,471	+36%	+$98.8K	﹤0.01%	2133
2025 Q1	$247K	Buy	20,754 +2,621	+14%	+$29.4K	﹤0.01%	2318
2024 Q4	$184K	Buy	18,133 +304	+2%	+$3.01K	﹤0.01%	2507
2024 Q3	$167K	Buy	17,829 +6,123	+52%	+$54.5K	﹤0.01%	2404
2024 Q2	$94K	Buy	+11,706	New	+$90.9K	﹤0.01%	2527

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