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Clearstead Advisors’s Norwood Financial Corp NWFL Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-1
Closed -$29 – 2665
2025
Q4 		$29 Hold
1
– – ﹤0.01% 2660
2025
Q3 		$26 Buy
+1
New +$26 ﹤0.01% 3013

Other funds holding NWFL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's NWFL Position: Q1 2026 in Review

Clearstead Advisors sold out of Norwood Financial Corp (NWFL) in Q1 2026, closing a stake of 1 share — an estimated $29 sold.

Clearstead Advisors first reported a position in NWFL in Q3 2025 and held it in 2 quarters. The position peaked at $29 in Q4 2025. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • Clearstead Advisors reported no remaining Norwood Financial Corp position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 1 Norwood Financial Corp share in Q1 2026, an estimated $29.
  • Clearstead Advisors first reported a position in Norwood Financial Corp in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's Norwood Financial Corp position peaked at $29 in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.