Advisory Services Network’s Northwest Bancshares NWBI Stock Holding History

Advisory Services Network’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 Q1	$17.9K	Buy	+1,414	New	+$17.8K	﹤0.01%	3259
2025 Q4	–	Sell	-1,000	Closed	-$12.4K	–	3452
2025 Q3	$12.4K	Buy	+1,000	New	+$12.6K	﹤0.01%	3183
2019 Q4	–	Sell	-1,315	Closed	-$23K	–	3199
2019 Q3	$23K	Hold	1,315	–	–	﹤0.01%	1751
2019 Q2	$23K	Buy	1,315 +1,134	+627%	+$19.5K	﹤0.01%	1749
2019 Q1	$3K	Sell	181 -282	-61%	-$5K	﹤0.01%	2259
2018 Q4	$8K	Buy	463 +89	+24%	+$1.5K	﹤0.01%	1847
2018 Q3	$6K	Hold	374	–	–	﹤0.01%	2001
2018 Q2	$7K	Buy	374 +117	+46%	+$2K	﹤0.01%	1914
2018 Q1	$4K	Hold	257	–	–	﹤0.01%	2215
2017 Q4	$4K	Hold	257	–	–	﹤0.01%	2201
2017 Q3	$4K	Sell	257 -500	-66%	-$7.94K	﹤0.01%	1980
2017 Q2	$12K	Buy	757 +500	+195%	+$7.97K	﹤0.01%	1505
2017 Q1	$4K	Buy	+257	New	+$4.5K	﹤0.01%	1804
2016 Q3	$4K	Hold	257	–	–	﹤0.01%	1603
2016 Q2	$4K	Hold	257	–	–	﹤0.01%	1491
2016 Q1	$3K	Hold	257	–	–	﹤0.01%	1401
2015 Q4	$3K	Hold	257	–	–	﹤0.01%	1265
2015 Q3	$3K	Hold	257	–	–	﹤0.01%	1258
2015 Q2	$3K	Buy	+257	New	+$3.17K	﹤0.01%	1206

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Services Network's NWBI Position: Q1 2026 in Review

Advisory Services Network opened a new position in Northwest Bancshares (NWBI) in Q1 2026: 1,414 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #3259 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in NWBI as recently as Q3 2025.

Advisory Services Network first reported a position in NWBI in Q2 2015 and has held it in 19 quarters since. The position peaked at $23K in Q3 2019. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

Advisory Services Network held 1,414 shares of Northwest Bancshares worth $17.9K as of Q1 2026.
Northwest Bancshares was a new Advisory Services Network position in Q1 2026.
Northwest Bancshares made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3259 holding.
Advisory Services Network first reported a position in Northwest Bancshares in Q2 2015 and has held it in 19 quarters since.
Advisory Services Network's Northwest Bancshares position peaked at $23K in Q3 2019.
308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.