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Dana Investment Advisors’s Northwest Bancshares NWBI Stock Holding History

Dana Investment Advisors’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
Q1 		$6.58M Sell
518,677
-1,193
-0.2% -$15K 0.2% 132
2025
Q4 		$6.24M Sell
519,870
-675
-0.1% -$8.21K 0.18% 133
2025
Q3 		$6.45M Buy
520,545
+96,202
+23% +$1.21M 0.19% 128
2025
Q2 		$5.42M Buy
+424,343
New +$5.15M 0.18% 144

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dana Investment Advisors's NWBI Position: Q1 2026 in Review

Dana Investment Advisors reduced its Northwest Bancshares (NWBI) stake by 0.23% in Q1 2026, selling an estimated $15K and leaving 518,677 shares worth $6.58M. The position accounts for 0.2% of the portfolio, ranked #132.

Dana Investment Advisors first reported a position in NWBI in Q2 2025 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Dana Investment Advisors held 518,677 shares of Northwest Bancshares worth $6.58M as of Q1 2026.
  • Dana Investment Advisors sold 1,193 Northwest Bancshares shares in Q1 2026, an estimated $15K.
  • Northwest Bancshares made up 0.2% of Dana Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • Dana Investment Advisors first reported a position in Northwest Bancshares in Q2 2025 and has held it in 4 quarters since.
  • 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.