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Redmont Wealth Advisors’s NatWest NWG Stock Holding History

Redmont Wealth Advisors’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
2025
Q4 		$11.3K Hold
648
– – 0.02% 172
2025
Q3 		$9.17K Hold
648
– – 0.01% 196
2025
Q2 		$9.17K Buy
+648
New +$8.57K 0.01% 186
2024
Q4 		– Sell
-648
Closed -$6.07K – 227
2024
Q3 		$6.07K Hold
648
– – 0.01% 228
2024
Q2 		$5.2K Hold
648
– – 0.01% 247
2024
Q1 		$4.41K Buy
+648
New +$3.84K 0.01% 269

Other funds holding NWG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redmont Wealth Advisors's NWG Position: Q4 2025 in Review

Redmont Wealth Advisors held its NatWest (NWG) position steady in Q4 2025 at 648 shares worth $11.3K. The position accounts for 0.02% of the portfolio, ranked #172.

Redmont Wealth Advisors first reported a position in NWG in Q1 2024 and has held it in 6 quarters since. 412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

  • Redmont Wealth Advisors held 648 shares of NatWest worth $11.3K as of Q4 2025.
  • Redmont Wealth Advisors left its NatWest share count unchanged in Q4 2025.
  • NatWest made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #172 holding.
  • Redmont Wealth Advisors first reported a position in NatWest in Q1 2024 and has held it in 6 quarters since.
  • 412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.