Atria Wealth Solutions’s Northwest Bancshares NWBI Stock Holding History

Atria Wealth Solutions’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 Q2	$577K	Buy	42,799 +30,332	+243%	+$368K	0.01%	849
2025 Q1	$150K	Hold	12,467	–	–	﹤0.01%	1761
2024 Q4	$164K	Hold	12,467	–	–	﹤0.01%	1861
2024 Q3	$167K	Sell	12,467 -1,967	-14%	-$25.8K	﹤0.01%	1818
2024 Q2	$167K	Sell	14,434 -1,966	-12%	-$21.6K	﹤0.01%	1811
2024 Q1	$191K	Hold	16,400	–	–	﹤0.01%	1836
2023 Q4	$205K	Sell	16,400 -500	-3%	-$5.57K	﹤0.01%	1763
2023 Q3	$173K	Hold	16,900	–	–	﹤0.01%	1734
2023 Q2	$179K	Sell	16,900 -4,000	-19%	-$44.5K	﹤0.01%	1725
2023 Q1	$251K	Hold	20,900	–	–	﹤0.01%	1522
2022 Q4	$292K	Hold	20,900	–	–	﹤0.01%	1375
2022 Q3	$282K	Hold	20,900	–	–	﹤0.01%	1336
2022 Q2	$268K	Hold	20,900	–	–	0.01%	1272
2022 Q1	$282K	Buy	+20,900	New	+$295K	﹤0.01%	1355

Other funds holding NWBI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's NWBI Position: Q2 2025 in Review

Atria Wealth Solutions increased its Northwest Bancshares (NWBI) stake by 243% in Q2 2025, buying an estimated $368K and bringing the position to 42,799 shares worth $577K. The position accounts for 0.01% of the portfolio, ranked #849.

Atria Wealth Solutions first reported a position in NWBI in Q1 2022 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold NWBI as of Q2 2025.

Atria Wealth Solutions held 42,799 shares of Northwest Bancshares worth $577K as of Q2 2025.
Atria Wealth Solutions bought 30,332 Northwest Bancshares shares in Q2 2025, an estimated $368K.
Northwest Bancshares made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #849 holding.
Atria Wealth Solutions first reported a position in Northwest Bancshares in Q1 2022 and has held it in 14 quarters since.
276 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.