Legacy Financial Advisors’s NatWest NWG Stock Holding History

Legacy Financial Advisors’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	-15,899	Closed	-$225K	–	432
2025 Q3	$225K	Buy	+15,899	New	+$224K	0.03%	380

Other funds holding NWG

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's NWG Position: Q4 2025 in Review

Legacy Financial Advisors sold out of NatWest (NWG) in Q4 2025, closing a stake of 15,899 shares — an estimated $225K sold.

Legacy Financial Advisors first reported a position in NWG in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

Legacy Financial Advisors reported no remaining NatWest position as of Q4 2025 after selling out during the quarter.
Legacy Financial Advisors sold 15,899 NatWest shares in Q4 2025, an estimated $225K.
Legacy Financial Advisors first reported a position in NatWest in Q3 2025 and held it in 1 quarter.
Legacy Financial Advisors's NatWest position peaked at $225K in Q3 2025.
412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.