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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
Q2 		$7.62M Sell
502,644
-16,033
-3% -$223K 0.2% 126
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dana Investment Advisors's NWBI Position: Q2 2026 in Review

Dana Investment Advisors reduced its Northwest Bancshares (NWBI) stake by 3.1% in Q2 2026, selling an estimated $223K and leaving 502,644 shares worth $7.62M. The position accounts for 0.2% of the portfolio, ranked #126.

Dana Investment Advisors first reported a position in NWBI in Q2 2025 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Dana Investment Advisors held 502,644 shares of Northwest Bancshares worth $7.62M as of Q2 2026.
  • Dana Investment Advisors sold 16,033 Northwest Bancshares shares in Q2 2026, an estimated $223K.
  • Northwest Bancshares made up 0.2% of Dana Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Dana Investment Advisors first reported a position in Northwest Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 316 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.