Burney Company’s Northwest Bancshares NWBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$331K Sell
21,828
-14,746
-40% -$206K 0.01% 516
2026
Q1
$464K Buy
36,574
+2,010
+6% +$25.3K 0.01% 445
2025
Q4
$415K Buy
34,564
+10,512
+44% +$128K 0.01% 466
2025
Q3
$298K Buy
+24,052
New +$302K 0.01% 506

Other funds holding NWBI

Burney Company's NWBI Position: Q2 2026 in Review

Burney Company reduced its Northwest Bancshares (NWBI) stake by 40% in Q2 2026, selling an estimated $206K and leaving 21,828 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #516.

Burney Company first reported a position in NWBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $464K in Q1 2026. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Burney Company held 21,828 shares of Northwest Bancshares worth $331K as of Q2 2026.
  • Burney Company sold 14,746 Northwest Bancshares shares in Q2 2026, an estimated $206K.
  • Northwest Bancshares made up 0.01% of Burney Company's portfolio in Q2 2026, its #516 holding.
  • Burney Company first reported a position in Northwest Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Burney Company's Northwest Bancshares position peaked at $464K in Q1 2026.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.