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Edgestream Partners’s Northwest Bancshares NWBI Stock Holding History

Edgestream 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
Q2 		$9.35M Buy
616,980
+2,592
+0.4% +$36.1K 0.28% 80
2026
Q1 		$7.8M Buy
614,388
+61,901
+11% +$779K 0.26% 93
2025
Q4 		$6.63M Buy
552,487
+94,938
+21% +$1.16M 0.19% 159
2025
Q3 		$5.67M Buy
457,549
+33,733
+8% +$424K 0.17% 215
2025
Q2 		$5.42M Buy
423,816
+290,879
+219% +$3.53M 0.15% 277
2025
Q1 		$1.6M Buy
132,937
+104,060
+360% +$1.32M 0.05% 530
2024
Q4 		$381K Buy
+28,877
New +$401K 0.02% 728

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

Edgestream Partners's NWBI Position: Q2 2026 in Review

Edgestream Partners increased its Northwest Bancshares (NWBI) stake by 0.42% in Q2 2026, buying an estimated $36.1K and bringing the position to 616,980 shares worth $9.35M. The position accounts for 0.28% of the portfolio, ranked #80.

Edgestream Partners first reported a position in NWBI in Q4 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Edgestream Partners held 616,980 shares of Northwest Bancshares worth $9.35M as of Q2 2026.
  • Edgestream Partners bought 2,592 Northwest Bancshares shares in Q2 2026, an estimated $36.1K.
  • Northwest Bancshares made up 0.28% of Edgestream Partners's portfolio in Q2 2026, its #80 holding.
  • Edgestream Partners first reported a position in Northwest Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 316 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.