MOTCO’s NatWest NWG Stock Holding History

MOTCO’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 Q3	–	Sell	-250	Closed	-$3.5K	–	675
2025 Q2	$3.5K	Buy	+250	New	+$3.31K	﹤0.01%	492

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MOTCO's NWG Position: Q3 2025 in Review

MOTCO sold out of NatWest (NWG) in Q3 2025, closing a stake of 250 shares — an estimated $3.5K sold.

MOTCO first reported a position in NWG in Q2 2025 and held it in 1 quarter. The position peaked at $3.5K in Q2 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

MOTCO reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
MOTCO sold 250 NatWest shares in Q3 2025, an estimated $3.5K.
MOTCO first reported a position in NatWest in Q2 2025 and held it in 1 quarter.
MOTCO's NatWest position peaked at $3.5K in Q2 2025.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on MOTCO's 13F filing for Q3 2025, filed 22 Oct 2025.