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Allegheny Financial Group’s Northwest Bancshares NWBI Stock Holding History

Allegheny Financial Group’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 		$305K Buy
20,097
+17
+0.1% +$237 0.03% 231
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

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Allegheny Financial Group's NWBI Position: Q2 2026 in Review

Allegheny Financial Group increased its Northwest Bancshares (NWBI) stake by 0.08% in Q2 2026, buying an estimated $237 and bringing the position to 20,097 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #231.

Allegheny Financial Group first reported a position in NWBI in Q2 2021 and has held it in 18 quarters since. 315 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Allegheny Financial Group held 20,097 shares of Northwest Bancshares worth $305K as of Q2 2026.
  • Allegheny Financial Group bought 17 Northwest Bancshares shares in Q2 2026, an estimated $237.
  • Northwest Bancshares made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #231 holding.
  • Allegheny Financial Group first reported a position in Northwest Bancshares in Q2 2021 and has held it in 18 quarters since.
  • 315 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.