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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
Q2 		$5.36M Hold
166,585
– – 0.32% 87
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Wealth Group's NWFL Position: Q2 2026 in Review

Cornerstone Wealth Group held its Norwood Financial Corp (NWFL) position steady in Q2 2026 at 166,585 shares worth $5.36M. 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 4 quarters since. 111 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • Cornerstone Wealth Group held 166,585 shares of Norwood Financial Corp worth $5.36M as of Q2 2026.
  • Cornerstone Wealth Group left its Norwood Financial Corp share count unchanged in Q2 2026.
  • Norwood Financial Corp made up 0.32% of Cornerstone Wealth Group's portfolio in Q2 2026, its #87 holding.
  • Cornerstone Wealth Group first reported a position in Norwood Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.