COMPASS FINANCIAL MANAGEMENT LLC’s Norwood Financial Corp NWFL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio NWFL Stock Details NWFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4K	Buy	+541	New	+$16.5K	﹤0.01%	930

Other funds holding NWFL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NWFL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Norwood Financial Corp (NWFL) in Q2 2026: 541 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings.

75 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 541 shares of Norwood Financial Corp worth $17.4K as of Q2 2026.
Norwood Financial Corp was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Norwood Financial Corp made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #930 holding.
75 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.