BPA
NWBI icon

Beacon Pointe Advisors’s Northwest Bancshares NWBI Stock Holding History

Beacon Pointe Advisors’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
Q4 		– Sell
-75,000
Closed -$929K – 1545
2025
Q3 		$929K Buy
+75,000
New +$943K 0.01% 782

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Pointe Advisors's NWBI Position: Q4 2025 in Review

Beacon Pointe Advisors sold out of Northwest Bancshares (NWBI) in Q4 2025, closing a stake of 75,000 shares — an estimated $929K sold.

Beacon Pointe Advisors first reported a position in NWBI in Q3 2025 and held it in 1 quarter. The position peaked at $929K in Q3 2025. 300 funds tracked by Wall St. Rank hold NWBI as of Q4 2025.

  • Beacon Pointe Advisors reported no remaining Northwest Bancshares position as of Q4 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 75,000 Northwest Bancshares shares in Q4 2025, an estimated $929K.
  • Beacon Pointe Advisors first reported a position in Northwest Bancshares in Q3 2025 and held it in 1 quarter.
  • Beacon Pointe Advisors's Northwest Bancshares position peaked at $929K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2025.

Based on Beacon Pointe Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.