Pathstone Holdings
NWG icon

Pathstone Holdings’s NatWest NWG Stock Holding History

Pathstone Holdings’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 		$8.67M Buy
581,001
+197,481
+51% +$3.28M 0.03% 384
2025
Q4 		$6.71M Buy
383,520
+15,214
+4% +$241K 0.03% 455
2025
Q3 		$5.21M Buy
368,306
+126,981
+53% +$1.79M 0.02% 549
2025
Q2 		$3.41M Sell
241,325
-50,229
-17% -$664K 0.01% 705
2025
Q1 		$3.48M Sell
291,554
-1,023
-0.3% -$11.5K 0.02% 698
2024
Q4 		$2.98M Sell
292,577
-61,870
-17% -$612K 0.01% 767
2024
Q3 		$3.32M Sell
354,447
-119,277
-25% -$1.06M 0.01% 715
2024
Q2 		$3.8M Buy
473,724
+14,580
+3% +$113K 0.02% 627
2024
Q1 		$3.12M Buy
459,144
+108,201
+31% +$642K 0.01% 701
2023
Q4 		$1.98M Buy
+350,943
New +$1.86M 0.01% 745

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return