Portside Wealth Group’s NatWest NWG Stock Holding History

Portside Wealth Group’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 Q2	–	Sell	-25,992	Closed	-$387K	–	542
2026 Q1	$387K	Sell	25,992 -9,744	-27%	-$162K	0.05%	316
2025 Q4	$625K	Buy	35,736 +4,489	+14%	+$71.2K	0.08%	215
2025 Q3	$442K	Sell	31,247 -930	-3%	-$13.1K	0.06%	279
2025 Q2	$455K	Buy	32,177 +17,876	+125%	+$236K	0.07%	262
2025 Q1	$170K	Buy	+14,301	New	+$160K	0.03%	415

Other funds holding NWG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return