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AFG
Allegheny Financial Group’s
Northwest Bancshares
NWBI
Stock Holding History
Allegheny Financial Group’s Portfolio
NWBI Stock Details
NWBI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$255K
Buy
20,080
+17
+0.1%
+$214
0.03%
247
2025
Q4
$241K
Buy
20,063
+268
+1%
+$3.26K
0.04%
244
2025
Q3
$245K
Buy
19,795
+340
+2%
+$4.28K
0.05%
222
2025
Q2
$249K
Sell
19,455
-58
-0.3%
-$704
0.06%
209
2025
Q1
$235K
Buy
19,513
+1,748
+10%
+$22.1K
0.06%
196
2024
Q4
$234K
Sell
17,765
-1,609
-8%
-$22.3K
0.06%
200
2024
Q3
$259K
Buy
19,374
+16
+0.1%
+$210
0.06%
210
2024
Q2
$224K
Buy
19,358
+7,291
+60%
+$80.2K
0.06%
203
2024
Q1
$141K
Buy
12,067
+16
+0.1%
+$190
0.04%
200
2023
Q4
$150K
Buy
12,051
+119
+1%
+$1.33K
0.05%
205
2023
Q3
$122K
Buy
11,932
+1,149
+11%
+$12.8K
0.05%
187
2023
Q2
$114K
Sell
10,783
-2,919
-21%
-$32.4K
0.05%
145
2023
Q1
$165K
Sell
13,702
-2,152
-14%
-$29.2K
0.07%
158
2022
Q4
$222K
Sell
15,854
-2,533
-14%
-$36.5K
0.09%
151
2022
Q3
$248K
Buy
+18,387
New
+$256K
0.12%
129
2021
Q4
–
Sell
-10,140
Closed
-$135K
–
159
2021
Q3
$135K
Sell
10,140
-722
-7%
-$9.49K
0.06%
144
2021
Q2
$148K
Buy
+10,862
New
+$153K
0.07%
146
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VCM
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First Trust Advisors
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$140B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
Victory Capital Management
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$156B AUM
27.51%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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