ORG Partners’s NatWest NWG Stock Holding History

ORG Partners’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 Q4	$7K	Hold	400	–	–	﹤0.01%	1118
2025 Q3	$5.66K	Hold	400	–	–	﹤0.01%	1102
2025 Q2	$5.56K	Buy	+400	New	+$5.29K	﹤0.01%	1028

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ORG Partners's NWG Position: Q4 2025 in Review

ORG Partners held its NatWest (NWG) position steady in Q4 2025 at 400 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

ORG Partners first reported a position in NWG in Q2 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

ORG Partners held 400 shares of NatWest worth $7K as of Q4 2025.
ORG Partners left its NatWest share count unchanged in Q4 2025.
NatWest made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1118 holding.
ORG Partners first reported a position in NatWest in Q2 2025 and has held it in 3 quarters since.
412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.