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Carter Financial Group’s Northwest Bancshares NWBI Stock Holding History

Carter Financial Group’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 		– Sell
-15,528
Closed -$197K – 141
2026
Q1 		$197K Hold
15,528
– – 0.12% 120
2025
Q4 		$186K Hold
15,528
– – 0.11% 115
2025
Q3 		$192K Hold
15,528
– – 0.12% 113
2025
Q2 		$198K Buy
+15,528
New +$188K 0.13% 108
2022
Q1 		$210K Buy
+15,528
New +$219K 0.28% 53

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
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 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
LC
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Carter Financial Group's NWBI Position: Q2 2026 in Review

Carter Financial Group sold out of Northwest Bancshares (NWBI) in Q2 2026, closing a stake of 15,528 shares — an estimated $197K sold.

Carter Financial Group first reported a position in NWBI in Q1 2022 and held it in 5 quarters. The position peaked at $210K in Q1 2022. 97 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Carter Financial Group reported no remaining Northwest Bancshares position as of Q2 2026 after selling out during the quarter.
  • Carter Financial Group sold 15,528 Northwest Bancshares shares in Q2 2026, an estimated $197K.
  • Carter Financial Group first reported a position in Northwest Bancshares in Q1 2022 and held it in 5 quarters.
  • Carter Financial Group's Northwest Bancshares position peaked at $210K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.