PDS Planning’s NatWest NWG Stock Holding History

PDS Planning’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	$206K	Hold	13,839	–	–	0.01%	515
2025 Q4	$242K	Buy	13,839 +943	+7%	+$14.9K	0.02%	445
2025 Q3	$182K	Sell	12,896 -194	-1%	-$2.74K	0.01%	510
2025 Q2	$185K	Buy	13,090 +2,013	+18%	+$26.6K	0.01%	487
2025 Q1	$132K	Buy	+11,077	New	+$124K	0.01%	454
2022 Q3	–	Sell	-9,708	Closed	-$57K	–	225
2022 Q2	$57K	Buy	9,708 +142	+1%	+$851	0.01%	209
2022 Q1	$59K	Hold	9,566	–	–	0.01%	231
2021 Q4	$63K	Sell	9,566 -3,523	-27%	-$22.9K	0.01%	213
2021 Q3	$86K	Buy	13,089 +842	+7%	+$5.24K	0.02%	200
2021 Q2	$74K	Buy	+12,247	New	+$74K	0.02%	191

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