Essential Partners’s Norwood Financial Corp NWFL Stock Holding History

Essential Partners’s Portfolio NWFL Stock Details NWFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.59K	Hold	48	–	–	﹤0.01%	2008
2026 Q2	$1.54K	Sell	48 -81	-63%	-$2.48K	﹤0.01%	2075
2026 Q1	$3.8K	Buy	129 +2	+2%	+$59	﹤0.01%	1713
2025 Q4	$3.56K	Sell	127 -20	-14%	-$545	﹤0.01%	1574
2025 Q3	$3.74K	Buy	147 +138	+1,533%	+$3.52K	﹤0.01%	1537
2025 Q2	$232	Buy	+9	New	+$225	﹤0.01%	1911

Other funds holding NWFL

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Essential Partners's NWFL Position: Q3 2026 in Review

Essential Partners held its Norwood Financial Corp (NWFL) position steady in Q3 2026 at 48 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Essential Partners first reported a position in NWFL in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.8K in Q1 2026. 14 funds tracked by Wall St. Rank hold NWFL as of Q3 2026.

Essential Partners held 48 shares of Norwood Financial Corp worth $1.59K as of Q3 2026.
Essential Partners left its Norwood Financial Corp share count unchanged in Q3 2026.
Norwood Financial Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2008 holding.
Essential Partners first reported a position in Norwood Financial Corp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Norwood Financial Corp position peaked at $3.8K in Q1 2026.
14 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.