Cerity Partners
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Cerity Partners’s Northwest Bancshares NWBI Stock Holding History

Cerity Partners’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 		$997K Buy
65,754
+3,889
+6% +$54.2K ﹤0.01% 2006
2026
Q1 		$785K Sell
61,865
-28,393
-31% -$357K ﹤0.01% 1995
2025
Q4 		$1.08M Buy
90,258
+59,248
+191% +$721K ﹤0.01% 1676
2025
Q3 		$384K Buy
31,010
+17,139
+124% +$215K ﹤0.01% 2129
2025
Q2 		$177K Buy
13,871
+2,786
+25% +$33.8K ﹤0.01% 2383
2025
Q1 		$133K Buy
+11,085
New +$140K ﹤0.01% 2285
2024
Q4 		– Sell
-11,302
Closed -$151K – 2542
2024
Q3 		$151K Buy
+11,302
New +$148K ﹤0.01% 2369

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cerity Partners's NWBI Position: Q2 2026 in Review

Cerity Partners increased its Northwest Bancshares (NWBI) stake by 6.3% in Q2 2026, buying an estimated $54.2K and bringing the position to 65,754 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Cerity Partners first reported a position in NWBI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 299 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Cerity Partners held 65,754 shares of Northwest Bancshares worth $997K as of Q2 2026.
  • Cerity Partners bought 3,889 Northwest Bancshares shares in Q2 2026, an estimated $54.2K.
  • Northwest Bancshares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2006 holding.
  • Cerity Partners first reported a position in Northwest Bancshares in Q3 2024 and has held it in 7 quarters since.
  • Cerity Partners's Northwest Bancshares position peaked at $1.08M in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.