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Apella Capital’s Northwest Bancshares NWBI Stock Holding History

Apella Capital’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
Q3 		$357K Buy
24,267
+209
+0.9% +$3.22K ﹤0.01% 586
2026
Q2 		$362K Sell
24,058
-24
-0.1% -$334 0.01% 550
2026
Q1 		$324K Buy
+24,082
New +$303K ﹤0.01% 533

Other funds holding NWBI

LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Apella Capital's NWBI Position: Q3 2026 in Review

Apella Capital increased its Northwest Bancshares (NWBI) stake by 0.87% in Q3 2026, buying an estimated $3.22K and bringing the position to 24,267 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Apella Capital first reported a position in NWBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $362K in Q2 2026. 12 funds tracked by Wall St. Rank hold NWBI as of Q3 2026.

  • Apella Capital held 24,267 shares of Northwest Bancshares worth $357K as of Q3 2026.
  • Apella Capital bought 209 Northwest Bancshares shares in Q3 2026, an estimated $3.22K.
  • Northwest Bancshares made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #586 holding.
  • Apella Capital first reported a position in Northwest Bancshares in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Northwest Bancshares position peaked at $362K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.