Oppenheimer Asset Management’s NatWest NWG Stock Holding History

Oppenheimer Asset Management’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	$3.6M	Buy	241,312 +49,030	+25%	+$815K	0.04%	414
2025 Q4	$3.36M	Buy	192,282 +80	+0%	+$1.27K	0.04%	392
2025 Q3	$2.72M	Buy	192,202 +45,484	+31%	+$642K	0.03%	480
2025 Q2	$2.08M	Buy	146,718 +52,059	+55%	+$688K	0.02%	540
2025 Q1	$1.13M	Buy	94,659 +52,093	+122%	+$584K	0.01%	688
2024 Q4	$433K	Sell	42,566 -23,147	-35%	-$229K	0.01%	901
2024 Q3	$615K	Sell	65,713 -51,624	-44%	-$459K	0.01%	835
2024 Q2	$942K	Buy	117,337 +17,958	+18%	+$139K	0.01%	722
2024 Q1	$676K	Sell	99,379 -2,562	-3%	-$15.2K	0.01%	776
2023 Q4	$574K	Buy	101,941 +22,516	+28%	+$120K	0.01%	833
2023 Q3	$463K	Buy	+79,425	New	+$480K	0.01%	864

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