Stephens Consulting’s NatWest NWG Stock Holding History

Stephens Consulting’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	$2.15K	Buy	+123	New	+$1.95K	﹤0.01%	347

Other funds holding NWG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Consulting's NWG Position: Q4 2025 in Review

Stephens Consulting opened a new position in NatWest (NWG) in Q4 2025: 123 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings.

412 funds tracked by Wall St. Rank hold NWG as of Q4 2025.

Stephens Consulting held 123 shares of NatWest worth $2.15K as of Q4 2025.
NatWest was a new Stephens Consulting position in Q4 2025.
NatWest made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #347 holding.
412 funds tracked by Wall St. Rank held NatWest as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.