Truist Financial
NWG icon

Truist Financial’s NatWest NWG Stock Holding History

Truist Financial’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 		$1.51M Sell
101,357
-7,507
-7% -$125K ﹤0.01% 1482
2025
Q4 		$1.91M Buy
108,864
+10,308
+10% +$163K ﹤0.01% 1317
2025
Q3 		$1.39M Buy
98,556
+8,081
+9% +$114K ﹤0.01% 1524
2025
Q2 		$1.28M Buy
90,475
+28,177
+45% +$372K ﹤0.01% 1480
2025
Q1 		$743K Buy
62,298
+32,529
+109% +$365K ﹤0.01% 1661
2024
Q4 		$303K Buy
29,769
+7,136
+32% +$70.6K ﹤0.01% 2151
2024
Q3 		$212K Sell
22,633
-41,554
-65% -$370K ﹤0.01% 2318
2024
Q2 		$515K Buy
64,187
+11,464
+22% +$89K ﹤0.01% 1959
2024
Q1 		$359K Buy
52,723
+6,559
+14% +$38.9K ﹤0.01% 2195
2023
Q4 		$260K Buy
46,164
+7,727
+20% +$41K ﹤0.01% 2392
2023
Q3 		$224K Buy
38,437
+28,003
+268% +$169K ﹤0.01% 2401
2023
Q2 		$63.9K Buy
10,434
+218
+2% +$1.43K ﹤0.01% 2532
2023
Q1 		$67.4K Buy
+10,216
New +$72.1K ﹤0.01% 2526

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return