Sierra Ocean’s NatWest NWG Stock Holding History

Sierra Ocean’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	-1,232	Closed	-$17.4K	–	657
2025 Q2	$17.4K	Hold	1,232	–	–	0.01%	357
2025 Q1	$14.7K	Hold	1,232	–	–	0.01%	360
2024 Q4	$12.5K	Buy	+1,232	New	+$12.2K	0.01%	383

Other funds holding NWG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sierra Ocean's NWG Position: Q3 2025 in Review

Sierra Ocean sold out of NatWest (NWG) in Q3 2025, closing a stake of 1,232 shares — an estimated $17.4K sold.

Sierra Ocean first reported a position in NWG in Q4 2024 and held it in 3 quarters. The position peaked at $17.4K in Q2 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

Sierra Ocean reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 1,232 NatWest shares in Q3 2025, an estimated $17.4K.
Sierra Ocean first reported a position in NatWest in Q4 2024 and held it in 3 quarters.
Sierra Ocean's NatWest position peaked at $17.4K in Q2 2025.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.