Bank of Jackson Hole Trust’s Northwest Bancshares NWBI Stock Holding History

Bank of Jackson Hole Trust’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	–	Sell	-4,000	Closed	-$50.8K	–	324
2026 Q1	$50.8K	Hold	4,000	–	–	0.02%	247
2025 Q4	$48K	Hold	4,000	–	–	0.02%	246
2025 Q3	$49.6K	Hold	4,000	–	–	0.02%	244
2025 Q2	$51.1K	Hold	4,000	–	–	0.03%	236
2025 Q1	$50.5K	Hold	4,000	–	–	0.03%	229
2024 Q4	$52.8K	Buy	+4,000	New	+$55.5K	0.04%	213

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

Bank of Jackson Hole Trust's NWBI Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Northwest Bancshares (NWBI) in Q2 2026, closing a stake of 4,000 shares — an estimated $50.8K sold.

Bank of Jackson Hole Trust first reported a position in NWBI in Q4 2024 and held it in 6 quarters. The position peaked at $52.8K in Q4 2024. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining Northwest Bancshares position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 4,000 Northwest Bancshares shares in Q2 2026, an estimated $50.8K.
Bank of Jackson Hole Trust first reported a position in Northwest Bancshares in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's Northwest Bancshares position peaked at $52.8K in Q4 2024.
314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.