Quantinno Capital Management’s NatWest NWG Stock Holding History

Quantinno 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 Q1	$13.3M	Buy	889,533 +109,338	+14%	+$1.82M	0.02%	757
2025 Q4	$13.7M	Buy	780,195 +146,785	+23%	+$2.33M	0.03%	668
2025 Q3	$8.96M	Buy	633,410 +121,294	+24%	+$1.71M	0.02%	706
2025 Q2	$7.25M	Buy	512,116 +49,527	+11%	+$655K	0.03%	661
2025 Q1	$5.51M	Buy	462,589 +87,687	+23%	+$983K	0.04%	609
2024 Q4	$3.81M	Buy	374,902 +92,324	+33%	+$914K	0.04%	589
2024 Q3	$2.64M	Buy	282,578 +92,684	+49%	+$825K	0.03%	621
2024 Q2	$1.52M	Buy	189,894 +160,409	+544%	+$1.25M	0.03%	674
2024 Q1	$200K	Buy	+29,485	New	+$175K	﹤0.01%	1188
2023 Q4	–	Sell	-30,064	Closed	-$175K	–	1104
2023 Q3	$175K	Sell	30,064 -6,068	-17%	-$36.7K	0.01%	987
2023 Q2	$221K	Sell	36,132 -16,171	-31%	-$106K	0.01%	853
2023 Q1	$345K	Buy	+52,303	New	+$369K	0.02%	677

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