Kovitz Investment Group Partners’s NatWest NWG Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-25,003	Closed	-$354K	–	1038
2025 Q3	$354K	Buy	25,003 +13,069	+110%	+$184K	﹤0.01%	1140
2025 Q2	$169K	Sell	11,934 -3,025	-20%	-$40K	﹤0.01%	1295
2025 Q1	$178K	Sell	14,959 -174	-1%	-$1.95K	﹤0.01%	1184
2024 Q4	$154K	Sell	15,133 -4,803	-24%	-$47.5K	﹤0.01%	1187
2024 Q3	$155K	Sell	19,936 -8,977	-31%	-$79.9K	﹤0.01%	965
2024 Q2	$232K	Buy	28,913 +595	+2%	+$4.62K	﹤0.01%	776
2024 Q1	$193K	Buy	+28,318	New	+$168K	﹤0.01%	638

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group Partners's NWG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of NatWest (NWG) in Q4 2025, closing a stake of 25,003 shares — an estimated $354K sold.

Kovitz Investment Group Partners first reported a position in NWG in Q1 2024 and held it in 7 quarters. The position peaked at $354K in Q3 2025. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

Kovitz Investment Group Partners reported no remaining NatWest position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 25,003 NatWest shares in Q4 2025, an estimated $354K.
Kovitz Investment Group Partners first reported a position in NatWest in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's NatWest position peaked at $354K in Q3 2025.
412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.