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Capital Investment Advisors’s Northwest Bancshares NWBI Stock Holding History

Capital Investment 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
2026
Q1 		$162K Buy
12,727
+191
+2% +$2.4K ﹤0.01% 729
2025
Q4 		$150K Buy
12,536
+213
+2% +$2.59K ﹤0.01% 712
2025
Q3 		$153K Buy
+12,323
New +$155K ﹤0.01% 708

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Investment Advisors's NWBI Position: Q1 2026 in Review

Capital Investment Advisors increased its Northwest Bancshares (NWBI) stake by 1.5% in Q1 2026, buying an estimated $2.4K and bringing the position to 12,727 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Capital Investment Advisors first reported a position in NWBI in Q3 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Capital Investment Advisors held 12,727 shares of Northwest Bancshares worth $162K as of Q1 2026.
  • Capital Investment Advisors bought 191 Northwest Bancshares shares in Q1 2026, an estimated $2.4K.
  • Northwest Bancshares made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #729 holding.
  • Capital Investment Advisors first reported a position in Northwest Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.