Pitcairn’s NatWest NWG Stock Holding History

Pitcairn’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 Q4	–	Sell	-15,538	Closed	-$220K	–	394
2025 Q3	$220K	Sell	15,538 -498	-3%	-$7.03K	0.02%	585
2025 Q2	$227K	Sell	16,036 -2,650	-14%	-$35K	0.01%	643
2025 Q1	$223K	Buy	18,686 +1,463	+8%	+$16.4K	0.01%	664
2024 Q4	$175K	Buy	17,223 +1,193	+7%	+$11.8K	0.01%	686
2024 Q3	$150K	Sell	16,030 -597	-4%	-$5.31K	0.01%	692
2024 Q2	$134K	Buy	16,627 +1,064	+7%	+$8.26K	0.01%	697
2024 Q1	$106K	Buy	15,563 +1,415	+10%	+$8.39K	0.01%	702
2023 Q4	$79.7K	Buy	+14,148	New	+$75.1K	0.01%	668

Other funds holding NWG

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fidelity Investments

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

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 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

Dimensional Fund Advisors

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