&Partners’s NatWest NWG Stock Holding History

&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
2026 Q1	$1.83M	Sell	123,320 -1,082	-0.9%	-$18K	0.01%	949
2025 Q4	$2.18M	Buy	124,402 +6,089	+5%	+$96.5K	0.01%	819
2025 Q3	$1.68M	Buy	118,313 +5,503	+5%	+$77.6K	0.01%	834
2025 Q2	$1.6M	Buy	112,810 +32,457	+40%	+$429K	0.01%	766
2025 Q1	$962K	Buy	80,353 +17,936	+29%	+$201K	0.01%	853
2024 Q4	$637K	Buy	62,417 +16,670	+36%	+$165K	0.01%	962
2024 Q3	$431K	Buy	45,747 +32,539	+246%	+$289K	0.01%	933
2024 Q2	$106K	Buy	13,208 +1,830	+16%	+$14.2K	﹤0.01%	876
2024 Q1	$77.4K	Buy	+11,378	New	+$67.5K	0.01%	479

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