BFAG
NWBI icon

Blackston Financial Advisory Group’s Northwest Bancshares NWBI Stock Holding History

Blackston Financial Advisory Group’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 		$235K Hold
15,519
– – 0.13% 98
2026
Q1 		$197K Hold
15,519
– – 0.12% 105
2025
Q4 		$186K Hold
15,519
– – 0.11% 101
2025
Q3 		$192K Buy
+15,519
New +$195K 0.11% 109

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackston Financial Advisory Group's NWBI Position: Q2 2026 in Review

Blackston Financial Advisory Group held its Northwest Bancshares (NWBI) position steady in Q2 2026 at 15,519 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #98.

Blackston Financial Advisory Group first reported a position in NWBI in Q3 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Blackston Financial Advisory Group held 15,519 shares of Northwest Bancshares worth $235K as of Q2 2026.
  • Blackston Financial Advisory Group left its Northwest Bancshares share count unchanged in Q2 2026.
  • Northwest Bancshares made up 0.13% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #98 holding.
  • Blackston Financial Advisory Group first reported a position in Northwest Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.