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Ameritas Advisory Services’s Northwest Bancshares NWBI Stock Holding History

Ameritas Advisory Services’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
-288
Closed -$3.68K – 2659
2025
Q2 		$3.68K Buy
+288
New +$3.5K ﹤0.01% 2328
2023
Q2 		– Sell
-288
Closed -$3.34K – 1879
2023
Q1 		$3.34K Buy
+288
New +$3.91K ﹤0.01% 2266

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

Ameritas Advisory Services's NWBI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Northwest Bancshares (NWBI) in Q3 2025, closing a stake of 288 shares — an estimated $3.68K sold.

Ameritas Advisory Services first reported a position in NWBI in Q1 2023 and held it in 2 quarters. The position peaked at $3.68K in Q2 2025. 292 funds tracked by Wall St. Rank hold NWBI as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Northwest Bancshares position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 288 Northwest Bancshares shares in Q3 2025, an estimated $3.68K.
  • Ameritas Advisory Services first reported a position in Northwest Bancshares in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Northwest Bancshares position peaked at $3.68K in Q2 2025.
  • 292 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.