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NBC Securities’s NatWest NWG Stock Holding History

NBC Securities’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 		$30.6K Sell
2,053
-1,220
-37% -$20.3K ﹤0.01% 1530
2025
Q4 		$57.3K Sell
3,273
-202
-6% -$3.2K ﹤0.01% 1293
2025
Q3 		$49.2K Sell
3,475
-275
-7% -$3.88K ﹤0.01% 1333
2025
Q2 		$53K Buy
3,750
+2,320
+162% +$30.7K ﹤0.01% 1300
2025
Q1 		$17K Buy
1,430
+1,428
+71,400% +$16K ﹤0.01% 1557
2024
Q4 		$29 Sell
2
-2,060
-100% -$20.4K ﹤0.01% 1118
2024
Q3 		$19K Hold
2,062
– – ﹤0.01% 1532
2024
Q2 		$16K Hold
2,062
– – ﹤0.01% 1533
2024
Q1 		$14K Sell
2,062
-388
-16% -$2.3K ﹤0.01% 1579
2023
Q4 		$13K Sell
2,450
-1,908
-44% -$10.1K ﹤0.01% 1621
2023
Q3 		$25K Buy
+4,358
New +$26.3K ﹤0.01% 1357

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
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