Curio Wealth’s Northwest Bancshares NWBI Stock Holding History

Curio Wealth’s Portfolio NWBI Stock Details NWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$13	–	793
2026 Q1	$13	Buy	+1	New	+$13	﹤0.01%	1229

Other funds holding NWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curio Wealth's NWBI Position: Q2 2026 in Review

Curio Wealth sold out of Northwest Bancshares (NWBI) in Q2 2026, closing a stake of 1 share — an estimated $13 sold.

Curio Wealth first reported a position in NWBI in Q1 2026 and held it in 1 quarter. The position peaked at $13 in Q1 2026. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Curio Wealth reported no remaining Northwest Bancshares position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Northwest Bancshares share in Q2 2026, an estimated $13.
Curio Wealth first reported a position in Northwest Bancshares in Q1 2026 and held it in 1 quarter.
Curio Wealth's Northwest Bancshares position peaked at $13 in Q1 2026.
314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

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