Capital Investment Advisors
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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
Q2 		$196K Buy
12,909
+182
+1% +$2.54K ﹤0.01% 763
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Investment Advisors's NWBI Position: Q2 2026 in Review

Capital Investment Advisors increased its Northwest Bancshares (NWBI) stake by 1.4% in Q2 2026, buying an estimated $2.54K and bringing the position to 12,909 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Capital Investment Advisors 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.

  • Capital Investment Advisors held 12,909 shares of Northwest Bancshares worth $196K as of Q2 2026.
  • Capital Investment Advisors bought 182 Northwest Bancshares shares in Q2 2026, an estimated $2.54K.
  • Northwest Bancshares made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #763 holding.
  • Capital Investment Advisors 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 Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.