LC
NWG icon

Lindbrook Capital’s NatWest NWG Stock Holding History

Lindbrook Capital’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 		$162K Buy
13,589
+213
+2% +$2.39K 0.01% 480
2024
Q4 		$136K Buy
13,376
+790
+6% +$7.82K 0.01% 471
2024
Q3 		$118K Sell
12,586
-1,831
-13% -$16.3K 0.01% 516
2024
Q2 		$116K Buy
14,417
+84
+0.6% +$652 0.01% 488
2024
Q1 		$97.5K Buy
14,333
+855
+6% +$5.07K 0.01% 542
2023
Q4 		$75.9K Buy
13,478
+1,231
+10% +$6.54K 0.01% 604
2023
Q3 		$71.4K Sell
12,247
-231
-2% -$1.4K 0.01% 563
2023
Q2 		$76.4K Sell
12,478
-157
-1% -$1.03K 0.01% 566
2023
Q1 		$83.4K Sell
12,635
-3,203
-20% -$22.6K 0.01% 533
2022
Q4 		$102K Sell
15,838
-271
-2% -$1.59K 0.01% 474
2022
Q3 		$80K Sell
16,109
-155
-1% -$954 0.01% 505
2022
Q2 		$95K Buy
16,264
+4,298
+36% +$25.8K 0.02% 450
2022
Q1 		$73K Sell
11,966
-677
-5% -$4.57K 0.01% 564
2021
Q4 		$83K Buy
12,643
+221
+2% +$1.44K 0.01% 546
2021
Q3 		$81K Buy
12,422
+104
+0.8% +$647 0.02% 313
2021
Q2 		$75K Hold
12,318
– – 0.02% 355
2021
Q1 		$71K Buy
12,318
+190
+2% +$982 0.02% 348
2020
Q4 		$59K Buy
12,128
+315
+3% +$1.26K 0.01% 357
2020
Q3 		$34K Sell
11,813
-1,649
-12% -$5.11K 0.01% 451
2020
Q2 		$44K Buy
13,462
+9,367
+229% +$29.1K 0.01% 388
2020
Q1 		$12K Buy
4,095
+3,698
+931% +$19.5K ﹤0.01% 703
2019
Q4 		$3K Hold
397
– – ﹤0.01% 1225
2019
Q3 		$2K Sell
397
-8,794
-96% -$48.8K ﹤0.01% 1285
2019
Q2 		$56K Buy
9,191
+301
+3% +$1.97K 0.02% 380
2019
Q1 		$62K Hold
8,890
– – 0.02% 341
2018
Q4 		$53K Buy
+8,890
New +$56.9K 0.03% 322

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $5.63B AUM 45.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's NWG Position: Q1 2025 in Review

Lindbrook Capital increased its NatWest (NWG) stake by 1.6% in Q1 2025, buying an estimated $2.39K and bringing the position to 13,589 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #480.

Lindbrook Capital first reported a position in NWG in Q4 2018 and has held it in 26 quarters since. 326 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

  • Lindbrook Capital held 13,589 shares of NatWest worth $162K as of Q1 2025.
  • Lindbrook Capital bought 213 NatWest shares in Q1 2025, an estimated $2.39K.
  • NatWest made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #480 holding.
  • Lindbrook Capital first reported a position in NatWest in Q4 2018 and has held it in 26 quarters since.
  • 326 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.