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Clearstead Trust’s Northwest Bancshares NWBI Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-25
Closed -$310 – 1357
2025
Q3 		$310 Hold
25
– – ﹤0.01% 1459
2025
Q2 		$320 Buy
+25
New +$303 ﹤0.01% 1415

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearstead Trust's NWBI Position: Q4 2025 in Review

Clearstead Trust sold out of Northwest Bancshares (NWBI) in Q4 2025, closing a stake of 25 shares — an estimated $310 sold.

Clearstead Trust first reported a position in NWBI in Q2 2025 and held it in 2 quarters. The position peaked at $320 in Q2 2025. 300 funds tracked by Wall St. Rank hold NWBI as of Q4 2025.

  • Clearstead Trust reported no remaining Northwest Bancshares position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 25 Northwest Bancshares shares in Q4 2025, an estimated $310.
  • Clearstead Trust first reported a position in Northwest Bancshares in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Northwest Bancshares position peaked at $320 in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.