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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Apella Capital's NWBI Position: Q2 2026 in Review

Apella Capital reduced its Northwest Bancshares (NWBI) stake by 0.1% in Q2 2026, selling an estimated $334 and leaving 24,058 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #550.

Apella Capital first reported a position in NWBI in Q1 2026 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Apella Capital held 24,058 shares of Northwest Bancshares worth $362K as of Q2 2026.
Apella Capital sold 24 Northwest Bancshares shares in Q2 2026, an estimated $334.
Northwest Bancshares made up 0.01% of Apella Capital's portfolio in Q2 2026, its #550 holding.
Apella Capital first reported a position in Northwest Bancshares in Q1 2026 and has held it in 2 quarters since.
314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.