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 Q3	$315K	Hold	21,247	–	–	0.01%	664
2026 Q2	$322K	Buy	21,247 +212	+1%	+$2.95K	0.01%	610
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 $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Daymark Wealth Partners's NWBI Position: Q3 2026 in Review

Daymark Wealth Partners held its Northwest Bancshares (NWBI) position steady in Q3 2026 at 21,247 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #664.

Daymark Wealth Partners first reported a position in NWBI in Q2 2023 and has held it in 14 quarters since. The position peaked at $322K in Q2 2026. 251 funds tracked by Wall St. Rank hold NWBI as of Q3 2026.

Daymark Wealth Partners held 21,247 shares of Northwest Bancshares worth $315K as of Q3 2026.
Daymark Wealth Partners left its Northwest Bancshares share count unchanged in Q3 2026.
Northwest Bancshares made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #664 holding.
Daymark Wealth Partners first reported a position in Northwest Bancshares in Q2 2023 and has held it in 14 quarters since.
Daymark Wealth Partners's Northwest Bancshares position peaked at $322K in Q2 2026.
251 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.