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Cornerstone Wealth Group’s Norwood Financial Corp NWFL Stock Holding History

Cornerstone Wealth Group’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 		$5.03M Sell
166,585
-4,466
-3% -$131K 0.32% 87
2025
Q4 		$4.8M Sell
171,051
-13,013
-7% -$355K 0.33% 90
2025
Q3 		$4.68M Buy
+184,064
New +$4.7M 0.32% 88

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Wealth Group's NWFL Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Norwood Financial Corp (NWFL) stake by 2.6% in Q1 2026, selling an estimated $131K and leaving 166,585 shares worth $5.03M. The position accounts for 0.32% of the portfolio, ranked #87.

Cornerstone Wealth Group first reported a position in NWFL in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • Cornerstone Wealth Group held 166,585 shares of Norwood Financial Corp worth $5.03M as of Q1 2026.
  • Cornerstone Wealth Group sold 4,466 Norwood Financial Corp shares in Q1 2026, an estimated $131K.
  • Norwood Financial Corp made up 0.32% of Cornerstone Wealth Group's portfolio in Q1 2026, its #87 holding.
  • Cornerstone Wealth Group first reported a position in Norwood Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.