Private Trust Company’s NatWest NWG Stock Holding History

Private Trust Company’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	$52.8K	Sell	3,543 -764	-18%	-$12.7K	﹤0.01%	1277
2025 Q4	$75.4K	Buy	4,307 +941	+28%	+$14.9K	0.01%	1127
2025 Q3	$47.6K	Buy	3,366 +166	+5%	+$2.34K	﹤0.01%	1283
2025 Q2	$45.3K	Buy	3,200 +413	+15%	+$5.46K	﹤0.01%	1255
2025 Q1	$33.2K	Buy	2,787 +258	+10%	+$2.89K	﹤0.01%	1352
2024 Q4	$25.7K	Sell	2,529 -206	-8%	-$2.04K	﹤0.01%	1403
2024 Q3	$25.6K	Buy	2,735 +1,499	+121%	+$13.3K	﹤0.01%	1380
2024 Q2	$9.93K	Buy	+1,236	New	+$9.59K	﹤0.01%	1685
2014 Q3	–	Sell	-557	Closed	-$7K	–	1994
2014 Q2	$7K	Sell	557 -1,207	-68%	-$14.2K	﹤0.01%	1185
2014 Q1	$20K	Hold	1,764	–	–	0.01%	736
2013 Q4	$22K	Hold	1,764	–	–	0.01%	679
2013 Q3	$22K	Buy	1,764 +991	+128%	+$11.1K	0.01%	635
2013 Q2	$7K	Buy	+773	New	+$7.77K	﹤0.01%	970

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