Wilmington Savings Fund Society’s NatWest NWG Stock Holding History

Wilmington Savings Fund Society’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	-3,269	Closed	-$46.3K	–	1831
2025 Q2	$46.3K	Sell	3,269 -289	-8%	-$3.82K	﹤0.01%	1251
2025 Q1	$42.4K	Hold	3,558	–	–	﹤0.01%	1247
2024 Q4	$36.2K	Sell	3,558 -1	-0%	-$10	﹤0.01%	1327
2024 Q3	$33.3K	Buy	+3,559	New	+$31.7K	﹤0.01%	1332

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

Wilmington Savings Fund Society's NWG Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of NatWest (NWG) in Q3 2025, closing a stake of 3,269 shares — an estimated $46.3K sold.

Wilmington Savings Fund Society first reported a position in NWG in Q3 2024 and held it in 4 quarters. The position peaked at $46.3K in Q2 2025. 373 funds tracked by Wall St. Rank hold NWG as of Q3 2025.

Wilmington Savings Fund Society reported no remaining NatWest position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 3,269 NatWest shares in Q3 2025, an estimated $46.3K.
Wilmington Savings Fund Society first reported a position in NatWest in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's NatWest position peaked at $46.3K in Q2 2025.
373 funds tracked by Wall St. Rank held NatWest as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.