Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Northwest Bancshares NWBI Stock Holding History

Carson Wealth (CWM LLC)’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 		$361K Sell
28,469
-768
-3% -$9.66K ﹤0.01% 2258
2025
Q4 		$351K Sell
29,237
-2,534
-8% -$30.8K ﹤0.01% 2155
2025
Q3 		$394K Buy
31,771
+1,227
+4% +$15.4K ﹤0.01% 1934
2025
Q2 		$390K Buy
30,544
+1,032
+3% +$12.5K ﹤0.01% 1710
2025
Q1 		$355K Buy
29,512
+17,794
+152% +$225K ﹤0.01% 1593
2024
Q4 		$155K Buy
11,718
+821
+8% +$11.4K ﹤0.01% 1994
2024
Q3 		$146K Buy
10,897
+3,702
+51% +$48.5K ﹤0.01% 1946
2024
Q2 		$83K Buy
7,195
+2,249
+45% +$24.7K ﹤0.01% 2105
2024
Q1 		$58K Buy
4,946
+28
+0.6% +$332 ﹤0.01% 2208
2023
Q4 		$61K Buy
4,918
+3,059
+165% +$34.1K ﹤0.01% 2051
2023
Q3 		$19K Buy
1,859
+796
+75% +$8.88K ﹤0.01% 2719
2023
Q2 		$11K Sell
1,063
-91
-8% -$1.01K ﹤0.01% 3026
2023
Q1 		$14K Buy
1,154
+38
+3% +$515 ﹤0.01% 2753
2022
Q4 		$16K Buy
1,116
+243
+28% +$3.5K ﹤0.01% 2520
2022
Q3 		$12K Buy
873
+271
+45% +$3.77K ﹤0.01% 2579
2022
Q2 		$8K Sell
602
-1,928
-76% -$24.6K ﹤0.01% 2718
2022
Q1 		$34K Buy
2,530
+1,406
+125% +$19.9K ﹤0.01% 1792
2021
Q4 		$16K Buy
+1,124
New +$15.6K ﹤0.01% 2112

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NWBI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Northwest Bancshares (NWBI) stake by 2.6% in Q1 2026, selling an estimated $9.66K and leaving 28,469 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Carson Wealth (CWM LLC) first reported a position in NWBI in Q4 2021 and has held it in 18 quarters since. The position peaked at $394K in Q3 2025. 309 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,469 shares of Northwest Bancshares worth $361K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 768 Northwest Bancshares shares in Q1 2026, an estimated $9.66K.
  • Northwest Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2258 holding.
  • Carson Wealth (CWM LLC) first reported a position in Northwest Bancshares in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Northwest Bancshares position peaked at $394K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.