SVB Wealth’s NatWest NWG Stock Holding History

SVB Wealth’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 Q1	–	Sell	-23,757	Closed	-$242K	–	1697
2024 Q4	$242K	Buy	+23,757	New	+$235K	﹤0.01%	623
2024 Q3	–	Sell	-17,237	Closed	-$138K	–	412
2024 Q2	$138K	Buy	17,237 +1,085	+7%	+$8.42K	﹤0.01%	698
2024 Q1	$110K	Buy	+16,152	New	+$95.8K	﹤0.01%	811
2023 Q2	–	Sell	-10,294	Closed	-$67.9K	–	980
2023 Q1	$67.9K	Buy	10,294 +246	+2%	+$1.74K	﹤0.01%	963
2022 Q4	$64.9K	Sell	10,048 -6,063	-38%	-$35.5K	﹤0.01%	995
2022 Q3	$80K	Buy	16,111 +5,636	+54%	+$34.7K	﹤0.01%	934
2022 Q2	$62K	Buy	+10,475	New	+$62.8K	﹤0.01%	730

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

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

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

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

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

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

TAM

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

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

SVB Wealth's NWG Position: Q1 2025 in Review

SVB Wealth sold out of NatWest (NWG) in Q1 2025, closing a stake of 23,757 shares — an estimated $242K sold.

SVB Wealth first reported a position in NWG in Q2 2022 and held it in 7 quarters. The position peaked at $242K in Q4 2024. 325 funds tracked by Wall St. Rank hold NWG as of Q1 2025.

SVB Wealth reported no remaining NatWest position as of Q1 2025 after selling out during the quarter.
SVB Wealth sold 23,757 NatWest shares in Q1 2025, an estimated $242K.
SVB Wealth first reported a position in NatWest in Q2 2022 and held it in 7 quarters.
SVB Wealth's NatWest position peaked at $242K in Q4 2024.
325 funds tracked by Wall St. Rank held NatWest as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.