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Capital Advisors Ltd’s Northwest Bancshares NWBI Stock Holding History

Capital Advisors Ltd’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 		$16K Hold
1,045
– – ﹤0.01% 749
2026
Q1 		$13K Buy
1,045
+79
+8% +$994 ﹤0.01% 776
2025
Q4 		$12K Buy
966
+85
+10% +$1.03K ﹤0.01% 770
2025
Q3 		$11K Buy
881
+16
+2% +$201 ﹤0.01% 787
2025
Q2 		$11K Sell
865
-310
-26% -$3.76K ﹤0.01% 774
2025
Q1 		$14K Hold
1,175
– – ﹤0.01% 697
2024
Q4 		$15K Hold
1,175
– – ﹤0.01% 687
2024
Q3 		$16K Hold
1,175
– – ﹤0.01% 655
2024
Q2 		$14K Buy
1,175
+762
+185% +$8.38K ﹤0.01% 676
2024
Q1 		$5K Sell
413
-1
-0.2% -$12 ﹤0.01% 886
2023
Q4 		$5K Buy
+414
New +$4.61K ﹤0.01% 850
2023
Q3 		– Sell
-35
Closed – – 1415
2023
Q2 		$0 Buy
+35
New +$389 ﹤0.01% 1466
2023
Q1 		– Sell
-39
Closed -$1K – 1447
2022
Q4 		$1K Buy
+39
New +$562 ﹤0.01% 1046

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

Capital Advisors Ltd's NWBI Position: Q2 2026 in Review

Capital Advisors Ltd held its Northwest Bancshares (NWBI) position steady in Q2 2026 at 1,045 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Capital Advisors Ltd first reported a position in NWBI in Q4 2022 and has held it in 13 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Capital Advisors Ltd held 1,045 shares of Northwest Bancshares worth $16K as of Q2 2026.
  • Capital Advisors Ltd left its Northwest Bancshares share count unchanged in Q2 2026.
  • Northwest Bancshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #749 holding.
  • Capital Advisors Ltd first reported a position in Northwest Bancshares in Q4 2022 and has held it in 13 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.