Y-Intercept (HK)’s NatWest NWG Stock Holding History

Y-Intercept (HK)’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 Q2	$3.05M	Buy	+173,146	New	+$2.78M	0.06%	469
2026 Q1	–	Sell	-111,369	Closed	-$1.95M	–	1908
2025 Q4	$1.95M	Sell	111,369 -141,375	-56%	-$2.24M	0.04%	640
2025 Q3	$3.58M	Sell	252,744 -90,053	-26%	-$1.27M	0.09%	330
2025 Q2	$4.85M	Buy	342,797 +308,852	+910%	+$4.08M	0.12%	230
2025 Q1	$405K	Sell	33,945 -27,986	-45%	-$314K	0.03%	789
2024 Q4	$630K	Buy	+61,931	New	+$613K	0.04%	622
2024 Q2	–	Sell	-140,442	Closed	-$955K	–	1762
2024 Q1	$955K	Buy	+140,442	New	+$833K	0.07%	409

Other funds holding NWG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM