Steward Financial Group’s NatWest NWG Stock Holding History

Steward Financial Group’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
2023 Q3	$1K	Buy	+206	New	+$1.25K	﹤0.01%	1222

Other funds holding NWG

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

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

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

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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

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

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Steward Financial Group's NWG Position: Q3 2023 in Review

Steward Financial Group opened a new position in NatWest (NWG) in Q3 2023: 206 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings.

175 funds tracked by Wall St. Rank hold NWG as of Q3 2023.

Steward Financial Group held 206 shares of NatWest worth $1K as of Q3 2023.
NatWest was a new Steward Financial Group position in Q3 2023.
NatWest made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1222 holding.
175 funds tracked by Wall St. Rank held NatWest as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.