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Richard Pzena’s NatWest NWG Stock Holding History

Richard Pzena’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
Q3 		– Sell
-24,210
Closed -$343K – 157
2025
Q2 		$343K Sell
24,210
-19,888
-45% -$263K ﹤0.01% 138
2025
Q1 		$526K Sell
44,098
-9,484
-18% -$106K ﹤0.01% 135
2024
Q4 		$545K Sell
53,582
-13,463
-20% -$133K ﹤0.01% 137
2024
Q3 		$628K Sell
67,045
-13,633
-17% -$121K ﹤0.01% 141
2024
Q2 		$648K Buy
80,678
+691
+0.9% +$5.36K ﹤0.01% 138
2024
Q1 		$544K Buy
79,987
+9,555
+14% +$56.7K ﹤0.01% 141
2023
Q4 		$397K Buy
70,432
+21,524
+44% +$114K ﹤0.01% 156
2023
Q3 		$285K Sell
48,908
-1,705
-3% -$10.3K ﹤0.01% 154
2023
Q2 		$310K Hold
50,613
– – ﹤0.01% 152
2023
Q1 		$334K Sell
50,613
-7,818
-13% -$55.2K ﹤0.01% 154
2022
Q4 		$377K Buy
+58,431
New +$342K ﹤0.01% 163

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Richard Pzena's NWG Position: Q3 2025 in Review

Richard Pzena sold out of NatWest (NWG) in Q3 2025, closing a stake of 24,210 shares — an estimated $343K sold.

Richard Pzena first reported a position in NWG in Q4 2022 and held it in 11 quarters. The position peaked at $648K in Q2 2024. 374 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

  • Richard Pzena reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
  • Richard Pzena sold 24,210 NatWest shares in Q3 2025, an estimated $343K.
  • Richard Pzena first reported a position in NatWest in Q4 2022 and held it in 11 quarters.
  • Richard Pzena's NatWest position peaked at $648K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on Pzena Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.