NewSquare Capital’s NatWest NWG Stock Holding History

NewSquare Capital’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	-553	Closed	-$7.83K	–	882
2025 Q2	$7.83K	Buy	553 +507	+1,102%	+$6.7K	﹤0.01%	709
2025 Q1	$548	Buy	+46	New	+$516	﹤0.01%	1014

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

NewSquare Capital's NWG Position: Q3 2025 in Review

NewSquare Capital sold out of NatWest (NWG) in Q3 2025, closing a stake of 553 shares — an estimated $7.83K sold.

NewSquare Capital first reported a position in NWG in Q1 2025 and held it in 2 quarters. The position peaked at $7.83K in Q2 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

NewSquare Capital reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 553 NatWest shares in Q3 2025, an estimated $7.83K.
NewSquare Capital first reported a position in NatWest in Q1 2025 and held it in 2 quarters.
NewSquare Capital's NatWest position peaked at $7.83K in Q2 2025.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.