Capital Investment Advisory Services’s Northwest Bancshares NWBI Stock Holding History

Capital Investment Advisory Services’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	$473K	Sell	31,208 -681	-2%	-$9.49K	0.03%	457
2026 Q1	$405K	Buy	31,889 +477	+2%	+$6K	0.03%	443
2025 Q4	$377K	Buy	31,412 +117	+0.4%	+$1.42K	0.03%	442
2025 Q3	$388K	Buy	31,295 +113	+0.4%	+$1.42K	0.03%	423
2025 Q2	$399K	Buy	31,182 +906	+3%	+$11K	0.03%	390
2025 Q1	$364K	Buy	30,276 +101	+0.3%	+$1.28K	0.03%	381
2024 Q4	$398K	Sell	30,175 -264	-0.9%	-$3.66K	0.04%	333
2024 Q3	$407K	Sell	30,439 -1,396	-4%	-$18.3K	0.04%	336
2024 Q2	$368K	Sell	31,835 -441	-1%	-$4.85K	0.04%	350
2024 Q1	$376K	Buy	32,276 +318	+1%	+$3.77K	0.04%	356
2023 Q4	$399K	Buy	31,958 +1,536	+5%	+$17.1K	0.04%	344
2023 Q3	$311K	Buy	30,422 +86	+0.3%	+$959	0.03%	374
2023 Q2	$322K	Buy	30,336 +443	+1%	+$4.92K	0.03%	356
2023 Q1	$360K	Sell	29,893 -1,791	-6%	-$24.3K	0.04%	329
2022 Q4	$443K	Buy	31,684 +495	+2%	+$7.13K	0.05%	292
2022 Q3	$421K	Buy	31,189 +2,386	+8%	+$33.2K	0.05%	280
2022 Q2	$369K	Buy	28,803 +3,089	+12%	+$39.4K	0.04%	316
2022 Q1	$347K	Buy	+25,714	New	+$363K	0.04%	358

Other funds holding NWBI

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Capital Investment Advisory Services's NWBI Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Northwest Bancshares (NWBI) stake by 2.1% in Q2 2026, selling an estimated $9.49K and leaving 31,208 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #457.

Capital Investment Advisory Services first reported a position in NWBI in Q1 2022 and has held it in 18 quarters since. 75 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Capital Investment Advisory Services held 31,208 shares of Northwest Bancshares worth $473K as of Q2 2026.
Capital Investment Advisory Services sold 681 Northwest Bancshares shares in Q2 2026, an estimated $9.49K.
Northwest Bancshares made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #457 holding.
Capital Investment Advisory Services first reported a position in Northwest Bancshares in Q1 2022 and has held it in 18 quarters since.
75 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.