MML Investors Services

MML Investors Services’s NatWest NWG Stock Holding History

MML Investors Services’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	$4.63M	Sell	310,590 -96,741	-24%	-$1.61M	0.01%	847
2025 Q4	$7.13M	Buy	407,331 +21,083	+5%	+$334K	0.02%	712
2025 Q3	$5.47M	Buy	386,248 +24,374	+7%	+$344K	0.01%	787
2025 Q2	$5.12M	Buy	361,874 +158,787	+78%	+$2.1M	0.01%	775
2025 Q1	$2.42M	Buy	203,087 +119,267	+142%	+$1.34M	0.01%	1073
2024 Q4	$852K	Buy	83,820 +14,289	+21%	+$141K	﹤0.01%	1613
2024 Q3	$651K	Buy	69,531 +27,742	+66%	+$247K	﹤0.01%	1705
2024 Q2	$336K	Buy	41,789 +11,833	+40%	+$91.9K	﹤0.01%	2017
2024 Q1	$204K	Buy	29,956 +5,706	+24%	+$33.9K	﹤0.01%	2349
2023 Q4	$137K	Buy	24,250 +5,140	+27%	+$27.3K	﹤0.01%	2360
2023 Q3	$111K	Buy	19,110 +4,197	+28%	+$25.4K	﹤0.01%	2236
2023 Q2	$91K	Buy	14,913 +1,810	+14%	+$11.9K	﹤0.01%	2247
2023 Q1	$86K	Buy	13,103 +5	+0%	+$35	﹤0.01%	1981
2022 Q4	$85K	Buy	+13,098	New	+$76.7K	﹤0.01%	2102

Other funds holding NWG

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

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

Natixis Advisors

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

Capital International Investors

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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