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Abound Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Abound Wealth Management’s Portfolio NWBI Stock Details NWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.8K Sell
6,518
-145
-2% -$2.02K 0.02% 162
2026
Q1 		$84.6K Sell
6,663
-165
-2% -$2.08K 0.02% 168
2025
Q4 		$81.9K Buy
6,828
+2,556
+60% +$31.1K 0.02% 162
2025
Q3 		$52.9K Buy
+4,272
New +$53.7K 0.01% 201

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's NWBI Position: Q2 2026 in Review

Abound Wealth Management reduced its Northwest Bancshares (NWBI) stake by 2.2% in Q2 2026, selling an estimated $2.02K and leaving 6,518 shares worth $98.8K. The position accounts for 0.02% of the portfolio, ranked #162.

Abound Wealth Management first reported a position in NWBI in Q3 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Abound Wealth Management held 6,518 shares of Northwest Bancshares worth $98.8K as of Q2 2026.
  • Abound Wealth Management sold 145 Northwest Bancshares shares in Q2 2026, an estimated $2.02K.
  • Northwest Bancshares made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Abound Wealth Management first reported a position in Northwest Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.