AWM
NWBI icon

AE Wealth Management’s Northwest Bancshares NWBI Stock Holding History

AE 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
2025
Q3 		– Sell
-11,533
Closed -$147K – 2348
2025
Q2 		$147K Sell
11,533
-2,249
-16% -$27.3K ﹤0.01% 1378
2025
Q1 		$166K Sell
13,782
-2,236
-14% -$28.3K ﹤0.01% 1325
2024
Q4 		$211K Buy
16,018
+1,020
+7% +$14.1K ﹤0.01% 1253
2024
Q3 		$201K Buy
+14,998
New +$197K ﹤0.01% 1184
2024
Q1 		– Sell
-38,690
Closed -$502K – 1716
2023
Q4 		$502K Buy
+38,690
New +$431K ﹤0.01% 1436
2023
Q1 		– Sell
-46,127
Closed -$645K – 1965
2022
Q4 		$645K Sell
46,127
-2,589
-5% -$37.3K ﹤0.01% 1175
2022
Q3 		$658K Buy
+48,716
New +$678K 0.01% 1108

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's NWBI Position: Q3 2025 in Review

AE Wealth Management sold out of Northwest Bancshares (NWBI) in Q3 2025, closing a stake of 11,533 shares — an estimated $147K sold.

AE Wealth Management first reported a position in NWBI in Q3 2022 and held it in 7 quarters. The position peaked at $658K in Q3 2022. 292 funds tracked by Wall St. Rank hold NWBI as of Q3 2025.

  • AE Wealth Management reported no remaining Northwest Bancshares position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 11,533 Northwest Bancshares shares in Q3 2025, an estimated $147K.
  • AE Wealth Management first reported a position in Northwest Bancshares in Q3 2022 and held it in 7 quarters.
  • AE Wealth Management's Northwest Bancshares position peaked at $658K in Q3 2022.
  • 292 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.