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Allworth Financial’s Northwest Bancshares NWBI Stock Holding History

Allworth Financial’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 		$24.8K Buy
1,634
+965
+144% +$13.4K ﹤0.01% 3025
2026
Q1 		$8.49K Buy
669
+286
+75% +$3.6K ﹤0.01% 3622
2025
Q4 		$4.6K Sell
383
-652
-63% -$7.93K ﹤0.01% 3764
2025
Q3 		$12.8K Buy
1,035
+896
+645% +$11.3K ﹤0.01% 2982
2025
Q2 		$1.78K Buy
139
+73
+111% +$886 ﹤0.01% 3760
2025
Q1 		$779 Hold
66
– – ﹤0.01% 3552
2024
Q4 		$864 Hold
66
– – ﹤0.01% 3446
2024
Q3 		$884 Hold
66
– – ﹤0.01% 3267
2024
Q2 		$867 Hold
66
– – ﹤0.01% 3212
2024
Q1 		$769 Hold
66
– – ﹤0.01% 3159
2023
Q4 		$824 Hold
66
– – ﹤0.01% 3013
2023
Q3 		$676 Buy
+66
New +$736 ﹤0.01% 2969
2023
Q2 		– Sell
-300
Closed -$3.61K – 3337
2023
Q1 		$3.61K Buy
+300
New +$4.07K ﹤0.01% 2165

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Allworth Financial's NWBI Position: Q2 2026 in Review

Allworth Financial increased its Northwest Bancshares (NWBI) stake by 144% in Q2 2026, buying an estimated $13.4K and bringing the position to 1,634 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Allworth Financial first reported a position in NWBI in Q1 2023 and has held it in 13 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Allworth Financial held 1,634 shares of Northwest Bancshares worth $24.8K as of Q2 2026.
  • Allworth Financial bought 965 Northwest Bancshares shares in Q2 2026, an estimated $13.4K.
  • Northwest Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3025 holding.
  • Allworth Financial first reported a position in Northwest Bancshares in Q1 2023 and has held it in 13 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.