C
NWFL icon

Covestor’s Norwood Financial Corp NWFL Stock Holding History

Covestor’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
-4
Closed – – 2579
2025
Q1 		$0 Sell
4
-4
-50% -$103 ﹤0.01% 2571
2024
Q4 		$0 Buy
8
+2
+33% +$58 ﹤0.01% 2578
2024
Q3 		$0 Sell
6
-4
-40% -$107 ﹤0.01% 2581
2024
Q2 		$0 Buy
+10
New +$247 ﹤0.01% 2592
2024
Q1 		– Sell
-12
Closed -$333 – 2582
2023
Q4 		$0 Buy
12
+1
+9% +$28 ﹤0.01% 2530
2023
Q3 		$0 Buy
+11
New +$315 ﹤0.01% 2518

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

Covestor's NWFL Position: Q2 2025 in Review

Covestor sold out of Norwood Financial Corp (NWFL) in Q2 2025, closing a stake of 4 shares.

Covestor first reported a position in NWFL in Q3 2023 and held it in 6 quarters. The position peaked at $0 in Q1 2025. 76 funds tracked by Wall St. Rank hold NWFL as of Q2 2025.

  • Covestor reported no remaining Norwood Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Covestor sold 4 Norwood Financial Corp shares in Q2 2025.
  • Covestor first reported a position in Norwood Financial Corp in Q3 2023 and held it in 6 quarters.
  • Covestor's Norwood Financial Corp position peaked at $0 in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.