Vestmark Advisory Solutions’s NatWest NWG Stock Holding History

Vestmark Advisory Solutions’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	$4.44M	Sell	298,091 -101,752	-25%	-$1.69M	0.05%	376
2025 Q4	$7M	Buy	399,843 +222,765	+126%	+$3.53M	0.09%	224
2025 Q3	$2.51M	Buy	177,078 +64,579	+57%	+$911K	0.05%	365
2025 Q2	$1.59M	Sell	112,499 -75,381	-40%	-$996K	0.02%	412
2025 Q1	$2.24M	Buy	187,880 +95,551	+103%	+$1.07M	0.06%	309
2024 Q4	$939K	Buy	92,329 +2,518	+3%	+$24.9K	0.03%	334
2024 Q3	$841K	Sell	89,811 -800	-0.9%	-$7.12K	0.03%	324
2024 Q2	$728K	Buy	+90,611	New	+$703K	0.03%	352
2019 Q2	–	Sell	-11,353	Closed	-$80K	–	559
2019 Q1	$80K	Buy	+11,353	New	+$79.6K	0.01%	521

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