Covestor
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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
Q3 		$1K Sell
26
-7
-21% -$234 ﹤0.01% 2161
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cornerstone Wealth Group
Cornerstone Wealth Group Huntersville, North Carolina $1.77B AUM 21.65% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
KL
KFG LLC Rapid City, South Dakota $151M AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eagle Wealth Strategies
Eagle Wealth Strategies West Deptford, New Jersey $263M AUM 24.54% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
John G. Ullman & Associates
John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

Covestor's NWFL Position: Q3 2026 in Review

Covestor reduced its Norwood Financial Corp (NWFL) stake by 21% in Q3 2026, selling an estimated $234 and leaving 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Covestor first reported a position in NWFL in Q3 2023 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold NWFL as of Q3 2026.

  • Covestor held 26 shares of Norwood Financial Corp worth $1K as of Q3 2026.
  • Covestor sold 7 Norwood Financial Corp shares in Q3 2026, an estimated $234.
  • Norwood Financial Corp made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2161 holding.
  • Covestor first reported a position in Norwood Financial Corp in Q3 2023 and has held it in 8 quarters since.
  • 48 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.