Orion Portfolio Solutions’s NatWest NWG Stock Holding History

Orion Portfolio Solutions’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 Q1	$4.22M	Buy	354,273 +111,285	+46%	+$1.25M	0.04%	398
2024 Q4	$2.47M	Buy	242,988 +24,954	+11%	+$247K	0.02%	591
2024 Q3	$2.04M	Sell	218,034 -1,900	-0.9%	-$16.9K	0.02%	680
2024 Q2	$1.77M	Buy	219,934 +38,946	+22%	+$302K	0.02%	703
2024 Q1	$1.23M	Buy	180,988 +24,774	+16%	+$147K	0.01%	890
2023 Q4	$904K	Sell	156,214 -33,934	-18%	-$180K	0.01%	994
2023 Q3	$1.11M	Buy	190,148 +30,733	+19%	+$186K	0.01%	886
2023 Q2	$976K	Buy	159,415 +24,953	+19%	+$164K	0.01%	965
2023 Q1	$887K	Buy	+134,462	New	+$949K	0.01%	928
2020 Q1	–	Sell	-4	Closed	–	–	2174
2019 Q4	$0	Buy	+4	New	+$25	﹤0.01%	1902

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's NWG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its NatWest (NWG) stake by 46% in Q1 2025, buying an estimated $1.25M and bringing the position to 354,273 shares worth $4.22M. The position accounts for 0.04% of the portfolio, ranked #398.

Orion Portfolio Solutions first reported a position in NWG in Q4 2019 and has held it in 10 quarters since. 326 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

Orion Portfolio Solutions held 354,273 shares of NatWest worth $4.22M as of Q1 2025.
Orion Portfolio Solutions bought 111,285 NatWest shares in Q1 2025, an estimated $1.25M.
NatWest made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #398 holding.
Orion Portfolio Solutions first reported a position in NatWest in Q4 2019 and has held it in 10 quarters since.
326 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.