Vident Advisory’s NatWest NWG Stock Holding History

Vident Advisory’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	$2.2M	Buy	147,448 +12,913	+10%	+$215K	0.02%	594
2025 Q4	$2.35M	Sell	134,535 -12,944	-9%	-$205K	0.02%	520
2025 Q3	$2.09M	Buy	147,479 +31,052	+27%	+$438K	0.02%	565
2025 Q2	$1.65M	Buy	116,427 +10,986	+10%	+$145K	0.02%	569
2025 Q1	$1.26M	Buy	105,441 +16,661	+19%	+$187K	0.02%	640
2024 Q4	$903K	Sell	88,780 -1,595	-2%	-$15.8K	0.02%	678
2024 Q3	$846K	Buy	90,375 +26,844	+42%	+$239K	0.02%	692
2024 Q2	$510K	Buy	63,531 +18,483	+41%	+$143K	0.01%	867
2024 Q1	$306K	Buy	45,048 +9,893	+28%	+$58.7K	0.01%	1014
2023 Q4	$198K	Sell	35,155 -6,017	-15%	-$32K	0.01%	1219
2023 Q3	$240K	Buy	+41,172	New	+$249K	0.01%	1025

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