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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
2026
Q2 		$1K Buy
+33
New +$1.01K ﹤0.01% 2259
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 $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
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 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

Covestor's NWFL Position: Q2 2026 in Review

Covestor opened a new position in Norwood Financial Corp (NWFL) in Q2 2026: 33 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2259 among its holdings. This is a return to the name: Covestor previously reported a position in NWFL as recently as Q1 2025.

Covestor first reported a position in NWFL in Q3 2023 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • Covestor held 33 shares of Norwood Financial Corp worth $1K as of Q2 2026.
  • Norwood Financial Corp was a new Covestor position in Q2 2026.
  • Norwood Financial Corp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2259 holding.
  • Covestor first reported a position in Norwood Financial Corp in Q3 2023 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.