Creative Planning’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $447K | Sell |
35,203
-10,045
| -22% | -$126K | ﹤0.01% | 3112 |
|
|
2025
Q4 | $543K | Buy |
45,248
+6,156
| +16% | +$74.9K | ﹤0.01% | 2771 |
|
|
2025
Q3 | $484K | Buy |
39,092
+26,187
| +203% | +$329K | ﹤0.01% | 2753 |
|
|
2025
Q2 | $165K | Buy |
12,905
+615
| +5% | +$7.46K | ﹤0.01% | 3299 |
|
|
2025
Q1 | $148K | Sell |
12,290
-1,211
| -9% | -$15.3K | ﹤0.01% | 3161 |
|
|
2024
Q4 | $178K | Buy |
13,501
+802
| +6% | +$11.1K | ﹤0.01% | 3006 |
|
|
2024
Q3 | $170K | Buy |
12,699
+851
| +7% | +$11.2K | ﹤0.01% | 2894 |
|
|
2024
Q2 | $137K | Sell |
11,848
-44
| -0.4% | -$484 | ﹤0.01% | 2776 |
|
|
2024
Q1 | $139K | Buy |
11,892
+82
| +0.7% | +$972 | ﹤0.01% | 2647 |
|
|
2023
Q4 | $147K | Hold |
11,810
| – | – | ﹤0.01% | 2510 |
|
|
2023
Q3 | $121K | Sell |
11,810
-572
| -5% | -$6.38K | ﹤0.01% | 2364 |
|
|
2023
Q2 | $131K | Sell |
12,382
-250
| -2% | -$2.78K | ﹤0.01% | 2305 |
|
|
2023
Q1 | $152K | Sell |
12,632
-7,516
| -37% | -$102K | ﹤0.01% | 2186 |
|
|
2022
Q4 | $282K | Buy |
20,148
+488
| +2% | +$7.03K | ﹤0.01% | 1762 |
|
|
2022
Q3 | $266K | Buy |
19,660
+100
| +0.5% | +$1.39K | ﹤0.01% | 1722 |
|
|
2022
Q2 | $250K | Buy |
19,560
+7,500
| +62% | +$95.5K | ﹤0.01% | 1732 |
|
|
2022
Q1 | $163K | Sell |
12,060
-100
| -0.8% | -$1.41K | ﹤0.01% | 1924 |
|
|
2021
Q4 | $172K | Sell |
12,160
-1,080
| -8% | -$15K | ﹤0.01% | 1894 |
|
|
2021
Q3 | $176K | Buy |
13,240
+1,900
| +17% | +$25K | ﹤0.01% | 1882 |
|
|
2021
Q2 | $155K | Sell |
11,340
-2,662
| -19% | -$37.6K | ﹤0.01% | 1830 |
|
|
2021
Q1 | $202K | Buy |
14,002
+3,784
| +37% | +$53.2K | ﹤0.01% | 2091 |
|
|
2020
Q4 | $130K | Buy |
10,218
+1
| +0% | +$11 | ﹤0.01% | 1987 |
|
|
2020
Q3 | $94K | Buy |
10,217
+1
| +0% | +$10 | ﹤0.01% | 1833 |
|
|
2020
Q2 | $104K | Buy |
+10,216
| New | +$105K | ﹤0.01% | 1656 |
|
|
2018
Q2 | – | Sell |
-12,743
| Closed | -$211K | – | 2143 |
|
|
2018
Q1 | $211K | Sell |
12,743
-16
| -0.1% | -$269 | ﹤0.01% | 1571 |
|
|
2017
Q4 | $213K | Buy |
12,759
+8
| +0.1% | +$135 | ﹤0.01% | 1563 |
|
|
2017
Q3 | $220K | Sell |
12,751
-744
| -6% | -$11.8K | ﹤0.01% | 1534 |
|
|
2017
Q2 | $211K | Sell |
13,495
-2,067
| -13% | -$33K | ﹤0.01% | 1491 |
|
|
2017
Q1 | $262K | Sell |
15,562
-194
| -1% | -$3.4K | ﹤0.01% | 1340 |
|
|
2016
Q4 | $284K | Buy |
15,756
+7,307
| +86% | +$125K | ﹤0.01% | 1216 |
|
|
2016
Q3 | $133K | Buy |
8,449
+959
| +13% | +$14.6K | ﹤0.01% | 1654 |
|
|
2016
Q2 | $111K | Buy |
7,490
+8
| +0.1% | +$113 | ﹤0.01% | 1613 |
|
|
2016
Q1 | $101K | Sell |
7,482
-402
| -5% | -$5.11K | ﹤0.01% | 1630 |
|
|
2015
Q4 | $106K | Buy |
7,884
+5,855
| +289% | +$79K | ﹤0.01% | 1598 |
|
|
2015
Q3 | $26K | Buy |
+2,029
| New | +$25.9K | ﹤0.01% | 2523 |
|
|
2015
Q2 | – | Sell |
-1,756
| Closed | -$21K | – | 2380 |
|
|
2015
Q1 | $21K | Buy |
1,756
+9
| +0.5% | +$107 | ﹤0.01% | 2683 |
|
|
2014
Q4 | $22K | Sell |
1,747
-2,944
| -63% | -$36.9K | ﹤0.01% | 2585 |
|
|
2014
Q3 | $57K | Buy |
4,691
+7
| +0.1% | +$88 | ﹤0.01% | 1834 |
|
|
2014
Q2 | $64K | Sell |
4,684
-4,954
| -51% | -$68K | ﹤0.01% | 1714 |
|
|
2014
Q1 | $141K | Buy |
9,638
+5,208
| +118% | +$75.2K | ﹤0.01% | 1185 |
|
|
2013
Q4 | $65K | Buy |
4,430
+3,905
| +744% | +$55.6K | ﹤0.01% | 1435 |
|
|
2013
Q3 | $7K | Buy |
525
+5
| +1% | +$69 | ﹤0.01% | 2620 |
|
|
2013
Q2 | $7K | Buy |
+520
| New | +$6.5K | ﹤0.01% | 2417 |
|
Other funds holding NWBI
VPM
VCM
Creative Planning's NWBI Position: Q1 2026 in Review
Creative Planning reduced its Northwest Bancshares (NWBI) stake by 22% in Q1 2026, selling an estimated $126K and leaving 35,203 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #3112.
Creative Planning first reported a position in NWBI in Q2 2013 and has held it in 43 quarters since. The position peaked at $543K in Q4 2025. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.
- Creative Planning held 35,203 shares of Northwest Bancshares worth $447K as of Q1 2026.
- Creative Planning sold 10,045 Northwest Bancshares shares in Q1 2026, an estimated $126K.
- Northwest Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3112 holding.
- Creative Planning first reported a position in Northwest Bancshares in Q2 2013 and has held it in 43 quarters since.
- Creative Planning's Northwest Bancshares position peaked at $543K in Q4 2025.
- 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.