Park Avenue Securities’s NatWest NWG Stock Holding History

Park Avenue Securities’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	$1.6M	Sell	107,194 -34,146	-24%	-$567K	0.01%	643
2025 Q4	$2.47M	Buy	141,340 +25,622	+22%	+$406K	0.02%	479
2025 Q3	$1.64M	Buy	115,718 +3,612	+3%	+$51K	0.01%	666
2025 Q2	$1.59M	Buy	112,106 +30,499	+37%	+$403K	0.01%	600
2025 Q1	$973K	Buy	81,607 +27,642	+51%	+$310K	0.01%	632
2024 Q4	$549K	Buy	53,965 +19,579	+57%	+$194K	0.01%	1032
2024 Q3	$322K	Buy	34,386 +8,280	+32%	+$73.7K	﹤0.01%	1158
2024 Q2	$210K	Buy	26,106 +8,111	+45%	+$63K	﹤0.01%	1306
2024 Q1	$122K	Buy	17,995 +5,071	+39%	+$30.1K	﹤0.01%	1342
2023 Q4	$73K	Buy	12,924 +2,803	+28%	+$14.9K	﹤0.01%	1322
2023 Q3	$59K	Buy	+10,121	New	+$61.2K	﹤0.01%	1248

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 $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

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