Action Point Financial Planning’s Northwest Bancshares NWBI Stock Holding History

Action Point Financial Planning’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	$530	Buy	+36	New	+$502	﹤0.01%	2623

Other funds holding NWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's NWBI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Northwest Bancshares (NWBI) in Q2 2026: 36 shares worth $530. The stake represents ﹤0.01% of the portfolio and ranks #2623 among its holdings.

313 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Action Point Financial Planning held 36 shares of Northwest Bancshares worth $530 as of Q2 2026.
Northwest Bancshares was a new Action Point Financial Planning position in Q2 2026.
Northwest Bancshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2623 holding.
313 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.