Mercer Global Advisors
NWG icon

Mercer Global Advisors’s NatWest NWG Stock Holding History

Mercer Global 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
2026
Q1 		$5.78M Sell
388,155
-1,230
-0.3% -$20.4K 0.01% 706
2025
Q4 		$6.81M Buy
389,385
+5,685
+1% +$90.1K 0.01% 612
2025
Q3 		$5.43M Buy
383,700
+704
+0.2% +$9.93K 0.01% 636
2025
Q2 		$5.42M Sell
382,996
-9,795
-2% -$129K 0.01% 546
2025
Q1 		$4.68M Buy
392,791
+111,379
+40% +$1.25M 0.01% 556
2024
Q4 		$2.86M Buy
281,412
+90,069
+47% +$891K 0.01% 713
2024
Q3 		$1.75M Buy
191,343
+31,773
+20% +$283K ﹤0.01% 810
2024
Q2 		$1.28M Buy
159,570
+120,054
+304% +$932K ﹤0.01% 861
2024
Q1 		$269K Buy
+39,516
New +$234K ﹤0.01% 1631

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Jones Financial Companies
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return