WhitTier Trust Company’s NatWest NWG Stock Holding History

WhitTier Trust Company’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	-2,256	Closed	-$31.9K	–	1428
2025 Q2	$31.9K	Buy	2,256 +934	+71%	+$12.3K	﹤0.01%	885
2025 Q1	$15.8K	Buy	1,322 +803	+155%	+$9K	﹤0.01%	1027
2024 Q4	$5.28K	Buy	519 +66	+15%	+$653	﹤0.01%	1139
2024 Q3	$4.24K	Buy	+453	New	+$4.03K	﹤0.01%	1140
2021 Q2	–	Sell	-705	Closed	-$4K	–	1012
2021 Q1	$4K	Hold	705	–	–	﹤0.01%	930
2020 Q4	$3K	Hold	705	–	–	﹤0.01%	923
2020 Q3	$2K	Hold	705	–	–	﹤0.01%	929
2020 Q2	$2K	Hold	705	–	–	﹤0.01%	904
2020 Q1	$2K	Hold	705	–	–	﹤0.01%	939
2019 Q4	$5K	Hold	705	–	–	﹤0.01%	927
2019 Q3	$4K	Hold	705	–	–	﹤0.01%	936
2019 Q2	$4K	Hold	705	–	–	﹤0.01%	931
2019 Q1	$5K	Hold	705	–	–	﹤0.01%	909
2018 Q4	$4K	Hold	705	–	–	﹤0.01%	952
2018 Q3	$5K	Hold	705	–	–	﹤0.01%	870
2018 Q2	$5K	Hold	705	–	–	﹤0.01%	874
2018 Q1	$6K	Hold	705	–	–	﹤0.01%	893
2017 Q4	$6K	Hold	705	–	–	﹤0.01%	853
2017 Q3	$6K	Buy	+705	New	+$5.12K	﹤0.01%	844

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

WhitTier Trust Company's NWG Position: Q3 2025 in Review

WhitTier Trust Company sold out of NatWest (NWG) in Q3 2025, closing a stake of 2,256 shares — an estimated $31.9K sold.

WhitTier Trust Company first reported a position in NWG in Q3 2017 and held it in 19 quarters. The position peaked at $31.9K in Q2 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

WhitTier Trust Company reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 2,256 NatWest shares in Q3 2025, an estimated $31.9K.
WhitTier Trust Company first reported a position in NatWest in Q3 2017 and held it in 19 quarters.
WhitTier Trust Company's NatWest position peaked at $31.9K in Q2 2025.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.