Daymark Wealth Partners’s Northwest Bancshares NWBI Stock Holding History

Daymark Wealth Partners’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	$267K	Sell	21,035 -2,131	-9%	-$26.8K	0.01%	612
2025 Q4	$278K	Hold	23,166	–	–	0.01%	505
2025 Q3	$287K	Sell	23,166 -500	-2%	-$6.29K	0.01%	488
2025 Q2	$302K	Hold	23,666	–	–	0.01%	444
2025 Q1	$284K	Hold	23,666	–	–	0.01%	423
2024 Q4	$312K	Hold	23,666	–	–	0.01%	404
2024 Q3	$317K	Hold	23,666	–	–	0.01%	412
2024 Q2	$273K	Sell	23,666 -2,000	-8%	-$22K	0.01%	413
2024 Q1	$299K	Hold	25,666	–	–	0.02%	343
2023 Q4	$320K	Sell	25,666 -4,122	-14%	-$45.9K	0.02%	312
2023 Q3	$305K	Hold	29,788	–	–	0.02%	303
2023 Q2	$316K	Buy	+29,788	New	+$331K	0.02%	293

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daymark Wealth Partners's NWBI Position: Q1 2026 in Review

Daymark Wealth Partners reduced its Northwest Bancshares (NWBI) stake by 9.2% in Q1 2026, selling an estimated $26.8K and leaving 21,035 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #612.

Daymark Wealth Partners first reported a position in NWBI in Q2 2023 and has held it in 12 quarters since. The position peaked at $320K in Q4 2023. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

Daymark Wealth Partners held 21,035 shares of Northwest Bancshares worth $267K as of Q1 2026.
Daymark Wealth Partners sold 2,131 Northwest Bancshares shares in Q1 2026, an estimated $26.8K.
Northwest Bancshares made up 0.01% of Daymark Wealth Partners's portfolio in Q1 2026, its #612 holding.
Daymark Wealth Partners first reported a position in Northwest Bancshares in Q2 2023 and has held it in 12 quarters since.
Daymark Wealth Partners's Northwest Bancshares position peaked at $320K in Q4 2023.
308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.