NewEdge Advisors’s NatWest NWG Stock Holding History

NewEdge 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	$890K	Buy	59,729 +2,333	+4%	+$38.8K	﹤0.01%	1575
2025 Q4	$1M	Buy	57,396 +6,395	+13%	+$101K	﹤0.01%	1486
2025 Q3	$722K	Buy	51,001 +7,425	+17%	+$105K	﹤0.01%	1598
2025 Q2	$617K	Buy	43,576 +28,740	+194%	+$380K	﹤0.01%	1573
2025 Q1	$177K	Buy	14,836 +14,734	+14,445%	+$165K	﹤0.01%	2133
2024 Q4	$1.04K	Sell	102 -329	-76%	-$3.26K	﹤0.01%	3557
2024 Q3	$4.04K	Buy	431 +7	+2%	+$62	﹤0.01%	3216
2024 Q2	$3.4K	Sell	424 -938	-69%	-$7.28K	﹤0.01%	3203
2024 Q1	$9.26K	Sell	1,362 -633	-32%	-$3.75K	﹤0.01%	2916
2023 Q4	$11.2K	Buy	+1,995	New	+$10.6K	﹤0.01%	2793
2023 Q3	–	Sell	-13,906	Closed	-$85.1K	–	3597
2023 Q2	$85.1K	Buy	13,906 +1,172	+9%	+$7.7K	﹤0.01%	1907
2023 Q1	$84K	Buy	12,734 +7,949	+166%	+$56.1K	﹤0.01%	1806
2022 Q4	$31	Sell	4,785 -5,435	-53%	-$31.8K	﹤0.01%	3542
2022 Q3	$51K	Buy	+10,220	New	+$62.9K	﹤0.01%	1484

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