Savant Capital’s NatWest NWG Stock Holding History

Savant 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	$585K	Buy	39,258 +2,501	+7%	+$41.6K	﹤0.01%	826
2025 Q4	$643K	Buy	36,757 +6,429	+21%	+$102K	﹤0.01%	736
2025 Q3	$429K	Buy	30,328 +138	+0.5%	+$1.95K	﹤0.01%	858
2025 Q2	$427K	Buy	30,190 +1,939	+7%	+$25.6K	﹤0.01%	813
2025 Q1	$337K	Sell	28,251 -3,699	-12%	-$41.5K	﹤0.01%	790
2024 Q4	$325K	Buy	31,950 +6,671	+26%	+$66K	﹤0.01%	1071
2024 Q3	$237K	Buy	25,279 +4,337	+21%	+$38.6K	﹤0.01%	1202
2024 Q2	$168K	Buy	20,942 +7,959	+61%	+$61.8K	﹤0.01%	1153
2024 Q1	$88.3K	Buy	+12,983	New	+$77K	﹤0.01%	1077
2023 Q3	–	Sell	-12,893	Closed	-$78.9K	–	818
2023 Q2	$78.9K	Sell	12,893 -4,089	-24%	-$26.9K	﹤0.01%	771
2023 Q1	$112K	Sell	16,982 -875	-5%	-$6.18K	﹤0.01%	702
2022 Q4	$115K	Sell	17,857 -933	-5%	-$5.46K	﹤0.01%	570
2022 Q3	$94K	Sell	18,790 -4,799	-20%	-$29.5K	﹤0.01%	533
2022 Q2	$138K	Buy	23,589 +9,007	+62%	+$54K	﹤0.01%	534
2022 Q1	$89K	Buy	14,582 +4,953	+51%	+$33.4K	﹤0.01%	560
2021 Q4	$63K	Buy	+9,629	New	+$62.5K	﹤0.01%	557

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