Prospera Financial Services’s NatWest NWG Stock Holding History

Prospera Financial 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 Q2	$288K	Sell	16,343 -48,757	-75%	-$784K	﹤0.01%	1254
2026 Q1	$970K	Sell	65,100 -98,017	-60%	-$1.63M	0.02%	720
2025 Q4	$2.85M	Buy	163,117 +68,224	+72%	+$1.08M	0.05%	386
2025 Q3	$1.34M	Buy	94,893 +73,148	+336%	+$1.03M	0.02%	583
2025 Q2	$308K	Buy	+21,745	New	+$287K	0.01%	1095
2022 Q2	–	Sell	-95	Closed	-$1K	–	2277
2022 Q1	$1K	Buy	+95	New	+$641	﹤0.01%	2646
2020 Q4	–	Sell	-552	Closed	-$2K	–	1270
2020 Q3	$2K	Buy	+552	New	+$1.71K	﹤0.01%	1478

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