MFG
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Mendota Financial Group’s NatWest NWG Stock Holding History

Mendota Financial Group’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
-44
Closed -$448 – 288
2024
Q4 		$448 Sell
44
-28
-39% -$277 ﹤0.01% 326
2024
Q3 		$674 Buy
72
+28
+64% +$249 ﹤0.01% 359
2024
Q2 		$354 Buy
+44
New +$342 ﹤0.01% 336

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

Mendota Financial Group's NWG Position: Q1 2025 in Review

Mendota Financial Group sold out of NatWest (NWG) in Q1 2025, closing a stake of 44 shares — an estimated $448 sold.

Mendota Financial Group first reported a position in NWG in Q2 2024 and held it in 3 quarters. The position peaked at $674 in Q3 2024. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

  • Mendota Financial Group reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 44 NatWest shares in Q1 2025, an estimated $448.
  • Mendota Financial Group first reported a position in NatWest in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's NatWest position peaked at $674 in Q3 2024.
  • 325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.