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Code Waechter’s Norwood Financial Corp NWFL Stock Holding History

Code Waechter’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
2025
Q2 		– Sell
-14,159
Closed -$342K – 127
2025
Q1 		$342K Sell
14,159
-13,705
-49% -$351K 0.28% 81
2024
Q4 		$758K Sell
27,864
-1,672
-6% -$48.7K 0.66% 40
2024
Q3 		$815K Buy
+29,536
New +$791K 0.78% 34

Other funds holding NWFL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Code Waechter's NWFL Position: Q2 2025 in Review

Code Waechter sold out of Norwood Financial Corp (NWFL) in Q2 2025, closing a stake of 14,159 shares — an estimated $342K sold.

Code Waechter first reported a position in NWFL in Q3 2024 and held it in 3 quarters. The position peaked at $815K in Q3 2024. 76 funds tracked by Wall St. Rank hold NWFL as of Q2 2025.

  • Code Waechter reported no remaining Norwood Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Code Waechter sold 14,159 Norwood Financial Corp shares in Q2 2025, an estimated $342K.
  • Code Waechter first reported a position in Norwood Financial Corp in Q3 2024 and held it in 3 quarters.
  • Code Waechter's Norwood Financial Corp position peaked at $815K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2025.

Based on Code Waechter's 13F filing for Q2 2025, filed 5 Aug 2025.