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Kestra Investment Management’s NatWest NWG Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-332
Closed -$3.37K – 1255
2024
Q4 		$3.37K Buy
+332
New +$3.29K ﹤0.01% 965

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Investment Management's NWG Position: Q1 2025 in Review

Kestra Investment Management sold out of NatWest (NWG) in Q1 2025, closing a stake of 332 shares — an estimated $3.37K sold.

Kestra Investment Management first reported a position in NWG in Q4 2024 and held it in 1 quarter. The position peaked at $3.37K in Q4 2024. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

  • Kestra Investment Management reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 332 NatWest shares in Q1 2025, an estimated $3.37K.
  • Kestra Investment Management first reported a position in NatWest in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's NatWest position peaked at $3.37K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.