Principal Securities’s NatWest NWG Stock Holding History

Principal Securities’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	$325K	Buy	21,824 +531	+2%	+$8.82K	﹤0.01%	1166
2025 Q4	$373K	Sell	21,293 -787	-4%	-$12.5K	0.01%	1049
2025 Q3	$312K	Buy	22,080 +3,877	+21%	+$54.7K	0.01%	1107
2025 Q2	$258K	Buy	18,203 +1,055	+6%	+$13.9K	﹤0.01%	1124
2025 Q1	$174K	Hold	17,148	–	–	﹤0.01%	1183
2024 Q4	$174K	Buy	17,148 +2,194	+15%	+$21.7K	﹤0.01%	1182
2024 Q3	$140K	Buy	14,954 +11,953	+398%	+$106K	﹤0.01%	1242
2024 Q2	$24.1K	Buy	3,001 +827	+38%	+$6.42K	﹤0.01%	1974
2024 Q1	$14.8K	Buy	2,174 +1,929	+787%	+$11.4K	﹤0.01%	2159
2023 Q4	$1.38K	Buy	+245	New	+$1.3K	﹤0.01%	2892

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