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OneAscent Financial Services’s NatWest NWG Stock Holding History

OneAscent Financial 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
2025
Q3 		– Sell
-10,692
Closed -$149K – 504
2025
Q2 		$149K Buy
+10,692
New +$141K 0.01% 518
2025
Q1 		– Sell
-12,211
Closed -$124K – 511
2024
Q4 		$124K Buy
12,211
+926
+8% +$9.16K 0.01% 465
2024
Q3 		$106K Buy
+11,285
New +$100K 0.08% 179
2024
Q2 		– Sell
-11,003
Closed -$75K – 333
2024
Q1 		$75K Buy
+11,003
New +$65.3K 0.01% 377

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneAscent Financial Services's NWG Position: Q3 2025 in Review

OneAscent Financial Services sold out of NatWest (NWG) in Q3 2025, closing a stake of 10,692 shares — an estimated $149K sold.

OneAscent Financial Services first reported a position in NWG in Q1 2024 and held it in 4 quarters. The position peaked at $149K in Q2 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

  • OneAscent Financial Services reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 10,692 NatWest shares in Q3 2025, an estimated $149K.
  • OneAscent Financial Services first reported a position in NatWest in Q1 2024 and held it in 4 quarters.
  • OneAscent Financial Services's NatWest position peaked at $149K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.