Whittier Trust’s NatWest NWG Stock Holding History

Whittier Trust’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	-4,515	Closed	-$63.9K	–	1540
2025 Q2	$63.9K	Buy	4,515 +413	+10%	+$5.46K	﹤0.01%	890
2025 Q1	$48.9K	Hold	4,102	–	–	﹤0.01%	935
2024 Q4	$41.7K	Buy	+4,102	New	+$40.6K	﹤0.01%	965
2020 Q3	–	Sell	-475	Closed	-$1K	–	1481
2020 Q2	$1K	Hold	475	–	–	﹤0.01%	1345
2020 Q1	$1K	Buy	475 +113	+31%	+$595	﹤0.01%	1406
2019 Q4	$3K	Hold	362	–	–	﹤0.01%	1316
2019 Q3	$2K	Hold	362	–	–	﹤0.01%	1385
2019 Q2	$2K	Hold	362	–	–	﹤0.01%	1232
2019 Q1	$3K	Hold	362	–	–	﹤0.01%	1179
2018 Q4	$2K	Hold	362	–	–	﹤0.01%	1249
2018 Q3	$3K	Hold	362	–	–	﹤0.01%	1164
2018 Q2	$3K	Hold	362	–	–	﹤0.01%	1150
2018 Q1	$3K	Hold	362	–	–	﹤0.01%	1189
2017 Q4	$3K	Buy	+362	New	+$2.89K	﹤0.01%	1172
2017 Q2	–	Sell	-829	Closed	-$5K	–	1303
2017 Q1	$5K	Buy	+829	New	+$5.21K	﹤0.01%	1143

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's NWG Position: Q3 2025 in Review

Whittier Trust sold out of NatWest (NWG) in Q3 2025, closing a stake of 4,515 shares — an estimated $63.9K sold.

Whittier Trust first reported a position in NWG in Q1 2017 and held it in 15 quarters. The position peaked at $63.9K in Q2 2025. 372 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

Whittier Trust reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 4,515 NatWest shares in Q3 2025, an estimated $63.9K.
Whittier Trust first reported a position in NatWest in Q1 2017 and held it in 15 quarters.
Whittier Trust's NatWest position peaked at $63.9K in Q2 2025.
372 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

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