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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
Q2 		$1.54K Sell
48
-81
-63% -$2.48K ﹤0.01% 2075
2026
Q1 		$3.79K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Essential Partners's NWFL Position: Q2 2026 in Review

Essential Partners reduced its Norwood Financial Corp (NWFL) stake by 63% in Q2 2026, selling an estimated $2.48K and leaving 48 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Essential Partners first reported a position in NWFL in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.79K in Q1 2026. 111 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • Essential Partners held 48 shares of Norwood Financial Corp worth $1.54K as of Q2 2026.
  • Essential Partners sold 81 Norwood Financial Corp shares in Q2 2026, an estimated $2.48K.
  • Norwood Financial Corp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2075 holding.
  • Essential Partners first reported a position in Norwood Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Norwood Financial Corp position peaked at $3.79K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.