Envestnet Portfolio Solutions
NWBI icon

Envestnet Portfolio Solutions’s Northwest Bancshares NWBI Stock Holding History

Envestnet Portfolio Solutions’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 		$400K Sell
26,403
-342
-1% -$4.77K ﹤0.01% 1069
2026
Q1 		$339K Sell
26,745
-1,676
-6% -$21.1K ﹤0.01% 1057
2025
Q4 		$341K Buy
28,421
+9,364
+49% +$114K ﹤0.01% 1217
2025
Q3 		$236K Sell
19,057
-930
-5% -$11.7K ﹤0.01% 1359
2025
Q2 		$255K Buy
+19,987
New +$243K ﹤0.01% 1406

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

Envestnet Portfolio Solutions's NWBI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Northwest Bancshares (NWBI) stake by 1.3% in Q2 2026, selling an estimated $4.77K and leaving 26,403 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Envestnet Portfolio Solutions first reported a position in NWBI in Q2 2025 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Envestnet Portfolio Solutions held 26,403 shares of Northwest Bancshares worth $400K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 342 Northwest Bancshares shares in Q2 2026, an estimated $4.77K.
  • Northwest Bancshares made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1069 holding.
  • Envestnet Portfolio Solutions first reported a position in Northwest Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.