TD Waterhouse Canada’s NatWest NWG Stock Holding History

TD Waterhouse Canada’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	$415K	Sell	26,698 -501,437	-95%	-$8.33M	﹤0.01%	882
2025 Q4	$9.24M	Buy	528,135 +15,202	+3%	+$241K	0.06%	202
2025 Q3	$7.33M	Sell	512,933 -6,509	-1%	-$91.8K	0.05%	220
2025 Q2	$7.21M	Buy	519,442 +12,850	+3%	+$170K	0.05%	221
2025 Q1	$6.06M	Buy	+506,592	New	+$5.68M	0.05%	233
2023 Q3	–	Sell	-392	Closed	-$3.24K	–	1775
2023 Q2	$3.24K	Hold	392	–	–	﹤0.01%	1465
2023 Q1	$3.51K	Hold	392	–	–	﹤0.01%	1444
2022 Q4	$3.5K	Hold	392	–	–	﹤0.01%	1414
2022 Q3	$2.74K	Sell	392 -1	-0.3%	-$6	﹤0.01%	1459
2022 Q2	$2.96K	Hold	393	–	–	﹤0.01%	1482
2022 Q1	$3.06K	Hold	393	–	–	﹤0.01%	1532
2021 Q4	$3.4K	Buy	+393	New	+$2.55K	﹤0.01%	1507

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