Penserra Capital Management’s NatWest NWG Stock Holding History

Penserra Capital Management’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 Q3	–	Sell	-9,630	Closed	-$136K	–	1077
2025 Q2	$136K	Buy	+9,630	New	+$127K	﹤0.01%	695
2023 Q3	–	Sell	-91,076	Closed	-$557K	–	1331
2023 Q2	$557K	Sell	91,076 -2,846	-3%	-$18.7K	0.01%	486
2023 Q1	$619K	Buy	93,922 +74,743	+390%	+$528K	0.01%	452
2022 Q4	$123K	Buy	19,179 +12,786	+200%	+$74.9K	﹤0.01%	777
2022 Q3	$31K	Buy	+6,393	New	+$39.4K	﹤0.01%	874

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

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

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

Penserra Capital Management's NWG Position: Q3 2025 in Review

Penserra Capital Management sold out of NatWest (NWG) in Q3 2025, closing a stake of 9,630 shares — an estimated $136K sold.

Penserra Capital Management first reported a position in NWG in Q3 2022 and held it in 5 quarters. The position peaked at $619K in Q1 2023. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

Penserra Capital Management reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
Penserra Capital Management sold 9,630 NatWest shares in Q3 2025, an estimated $136K.
Penserra Capital Management first reported a position in NatWest in Q3 2022 and held it in 5 quarters.
Penserra Capital Management's NatWest position peaked at $619K in Q1 2023.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on Penserra Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.