Sage Rhino Capital’s NatWest NWG Stock Holding History

Sage Rhino Capital’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	$183K	Buy	12,283 +243	+2%	+$4.04K	0.03%	309
2025 Q4	$211K	Buy	12,040 +250	+2%	+$3.96K	0.04%	270
2025 Q3	$167K	Buy	11,790 +365	+3%	+$5.15K	0.03%	279
2025 Q2	$162K	Buy	11,425 +79	+0.7%	+$1.04K	0.03%	257
2025 Q1	$135K	Buy	11,346 +612	+6%	+$6.86K	0.03%	252
2024 Q4	$109K	Sell	10,734 -125	-1%	-$1.24K	0.02%	259
2024 Q3	$102K	Buy	10,859 +460	+4%	+$4.09K	0.02%	266
2024 Q2	$83.5K	Buy	10,399 +343	+3%	+$2.66K	0.02%	239
2024 Q1	$68.4K	Buy	+10,056	New	+$59.7K	0.02%	232
2022 Q3	–	Sell	-9,874	Closed	-$58K	–	200
2022 Q2	$58K	Sell	9,874 -931	-9%	-$5.58K	0.02%	197
2022 Q1	$66K	Buy	10,805 +528	+5%	+$3.56K	0.02%	215
2021 Q4	$68K	Buy	+10,277	New	+$66.7K	0.02%	222
2020 Q3	–	Sell	-19,088	Closed	-$63K	–	173
2020 Q2	$63K	Buy	19,088 +4,881	+34%	+$15.2K	0.03%	165
2020 Q1	$42K	Buy	+14,207	New	+$74.8K	0.03%	139
2019 Q3	–	Sell	-9,951	Closed	-$61K	–	149
2019 Q2	$61K	Buy	+9,951	New	+$65.2K	0.04%	134

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