B
NWFL icon

Bailard’s Norwood Financial Corp NWFL Stock Holding History

Bailard’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$452K Buy
+15,374
New +$452K 0.01% 507

Other funds holding NWFL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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

Bailard's NWFL Position: Q1 2026 in Review

Bailard opened a new position in Norwood Financial Corp (NWFL) in Q1 2026: 15,374 shares worth $452K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings.

107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • Bailard held 15,374 shares of Norwood Financial Corp worth $452K as of Q1 2026.
  • Norwood Financial Corp was a new Bailard position in Q1 2026.
  • Norwood Financial Corp made up 0.01% of Bailard's portfolio in Q1 2026, its #507 holding.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.