Pinnacle Wealth Planning Services’s NatWest NWG Stock Holding History

Pinnacle Wealth Planning Services’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	$351K	Buy	23,527 +6,322	+37%	+$105K	0.04%	290
2025 Q4	$301K	Buy	17,205 +2,427	+16%	+$38.5K	0.03%	320
2025 Q3	$209K	Buy	14,778 +889	+6%	+$12.5K	0.02%	440
2025 Q2	$197K	Buy	13,889 +1,443	+12%	+$19.1K	0.03%	427
2025 Q1	$148K	Buy	12,446 +1,411	+13%	+$15.8K	0.02%	371
2024 Q4	$112K	Sell	11,035 -485	-4%	-$4.8K	0.02%	366
2024 Q3	$108K	Sell	11,520 -6,029	-34%	-$53.6K	0.01%	504
2024 Q2	$141K	Sell	17,549 -108	-0.6%	-$838	0.02%	450
2024 Q1	$120K	Buy	17,657 +610	+4%	+$3.62K	0.02%	474
2023 Q4	$96K	Buy	17,047 +5,193	+44%	+$27.6K	0.02%	459
2023 Q3	$69.1K	Buy	+11,854	New	+$71.6K	0.01%	432
2021 Q1	–	Sell	-3,312	Closed	-$16K	–	1420
2020 Q4	$16K	Buy	+3,312	New	+$13.2K	﹤0.01%	1240

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