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Berkshire Asset Management’s Northwest Bancshares NWBI Stock Holding History

Berkshire Asset Management’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 		$778K Hold
51,348
– – 0.03% 147
2026
Q1 		$652K Hold
51,348
– – 0.03% 156
2025
Q4 		$616K Sell
51,348
-65,534
-56% -$797K 0.03% 152
2025
Q3 		$1.45M Buy
+116,882
New +$1.47M 0.06% 134

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Berkshire Asset Management's NWBI Position: Q2 2026 in Review

Berkshire Asset Management held its Northwest Bancshares (NWBI) position steady in Q2 2026 at 51,348 shares worth $778K. The position accounts for 0.03% of the portfolio, ranked #147.

Berkshire Asset Management first reported a position in NWBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q3 2025. 137 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Berkshire Asset Management held 51,348 shares of Northwest Bancshares worth $778K as of Q2 2026.
  • Berkshire Asset Management left its Northwest Bancshares share count unchanged in Q2 2026.
  • Northwest Bancshares made up 0.03% of Berkshire Asset Management's portfolio in Q2 2026, its #147 holding.
  • Berkshire Asset Management first reported a position in Northwest Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Berkshire Asset Management's Northwest Bancshares position peaked at $1.45M in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.