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Empirical Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Empirical Wealth Management’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
2025
Q4 		– Sell
-16,948
Closed -$210K – 955
2025
Q3 		$210K Buy
16,948
+3,086
+22% +$38.8K ﹤0.01% 741
2025
Q2 		$177K Buy
13,862
+1,688
+14% +$20.5K ﹤0.01% 658
2025
Q1 		$146K Buy
+12,174
New +$154K ﹤0.01% 628

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empirical Wealth Management's NWBI Position: Q4 2025 in Review

Empirical Wealth Management sold out of Northwest Bancshares (NWBI) in Q4 2025, closing a stake of 16,948 shares — an estimated $210K sold.

Empirical Wealth Management first reported a position in NWBI in Q1 2025 and held it in 3 quarters. The position peaked at $210K in Q3 2025. 300 funds tracked by Wall St. Rank hold NWBI as of Q4 2025.

  • Empirical Wealth Management reported no remaining Northwest Bancshares position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 16,948 Northwest Bancshares shares in Q4 2025, an estimated $210K.
  • Empirical Wealth Management first reported a position in Northwest Bancshares in Q1 2025 and held it in 3 quarters.
  • Empirical Wealth Management's Northwest Bancshares position peaked at $210K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.