TownSquare Capital’s NatWest NWG Stock Holding History

TownSquare Capital’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	-17,176	Closed	-$243K	–	532
2025 Q2	$243K	Sell	17,176 -90,231	-84%	-$1.19M	0.02%	536
2025 Q1	$1.28M	Buy	107,407 +92,343	+613%	+$1.04M	0.01%	750
2024 Q4	$153K	Sell	15,064 -1,024	-6%	-$10.1K	﹤0.01%	1476
2024 Q3	$151K	Buy	+16,088	New	+$143K	﹤0.01%	1404
2024 Q2	–	Sell	-10,858	Closed	-$73.8K	–	1342
2024 Q1	$73.8K	Buy	+10,858	New	+$64.4K	﹤0.01%	1190

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

TownSquare Capital's NWG Position: Q3 2025 in Review

TownSquare Capital sold out of NatWest (NWG) in Q3 2025, closing a stake of 17,176 shares — an estimated $243K sold.

TownSquare Capital first reported a position in NWG in Q1 2024 and held it in 5 quarters. The position peaked at $1.28M in Q1 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

TownSquare Capital reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
TownSquare Capital sold 17,176 NatWest shares in Q3 2025, an estimated $243K.
TownSquare Capital first reported a position in NatWest in Q1 2024 and held it in 5 quarters.
TownSquare Capital's NatWest position peaked at $1.28M in Q1 2025.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on TownSquare Capital's 13F filing for Q3 2025, filed 3 Nov 2025.