QRG Capital Management’s NatWest NWG Stock Holding History

QRG Capital Management’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	$9.84M	Buy	558,069 +61,748	+12%	+$993K	0.08%	206
2026 Q1	$7.4M	Buy	496,321 +43,280	+10%	+$719K	0.08%	220
2025 Q4	$7.93M	Buy	453,041 +36,822	+9%	+$584K	0.09%	190
2025 Q3	$5.89M	Sell	416,219 -284,887	-41%	-$4.02M	0.07%	219
2025 Q2	$9.92M	Buy	701,106 +59,121	+9%	+$782K	0.09%	206
2025 Q1	$7.65M	Buy	641,985 +174,151	+37%	+$1.95M	0.08%	236
2024 Q4	$4.76M	Buy	467,834 +138,252	+42%	+$1.37M	0.05%	296
2024 Q3	$3.08M	Buy	329,582 +145,295	+79%	+$1.29M	0.03%	371
2024 Q2	$1.48M	Buy	184,287 +137,196	+291%	+$1.06M	0.02%	475
2024 Q1	$320K	Buy	+47,091	New	+$279K	﹤0.01%	878

Other funds holding NWG

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

FCG Investment Company Germantown, Tennessee $289M AUM