Everence Capital Management’s Northwest Bancshares NWBI Stock Holding History

Everence Capital 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
2026 Q1	–	Sell	-12,440	Closed	-$149K	–	857
2025 Q4	$149K	Hold	12,440	–	–	0.01%	762
2025 Q3	$154K	Hold	12,440	–	–	0.01%	788
2025 Q2	$159K	Sell	12,440 -7,380	-37%	-$89.6K	0.01%	769
2025 Q1	$238K	Hold	19,820	–	–	0.02%	670
2024 Q4	$261K	Sell	19,820 -1,370	-6%	-$19K	0.02%	650
2024 Q3	$284K	Hold	21,190	–	–	0.02%	611
2024 Q2	$225K	Hold	21,190	–	–	0.02%	647
2024 Q1	$247K	Hold	21,190	–	–	0.02%	637
2023 Q4	$264K	Hold	21,190	–	–	0.02%	599
2023 Q3	$217K	Buy	21,190 +4,920	+30%	+$54.9K	0.02%	638
2023 Q2	$171K	Hold	16,270	–	–	0.01%	672
2023 Q1	$196K	Hold	16,270	–	–	0.02%	691
2022 Q4	$227K	Buy	+16,270	New	+$234K	0.02%	643
2022 Q2	–	Sell	-32,770	Closed	-$443K	–	746
2022 Q1	$443K	Buy	32,770 +16,840	+106%	+$238K	0.03%	442
2021 Q4	$226K	Hold	15,930	–	–	0.02%	693
2021 Q3	$212K	Hold	15,930	–	–	0.02%	683
2021 Q2	$217K	Sell	15,930 -7,160	-31%	-$101K	0.02%	671
2021 Q1	$334K	Hold	23,090	–	–	0.03%	511
2020 Q4	$294K	Hold	23,090	–	–	0.03%	532
2020 Q3	$212K	Hold	23,090	–	–	0.02%	569
2020 Q2	$230K	Hold	23,090	–	–	0.03%	540
2020 Q1	$267K	Hold	23,090	–	–	0.04%	417
2019 Q4	$384K	Hold	23,090	–	–	0.06%	383
2019 Q3	$378K	Hold	23,090	–	–	0.06%	350
2019 Q2	$407K	Hold	23,090	–	–	0.07%	323
2019 Q1	$392K	Buy	+23,090	New	+$410K	0.07%	324

Other funds holding NWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Everence Capital Management's NWBI Position: Q1 2026 in Review

Everence Capital Management sold out of Northwest Bancshares (NWBI) in Q1 2026, closing a stake of 12,440 shares — an estimated $149K sold.

Everence Capital Management first reported a position in NWBI in Q1 2019 and held it in 26 quarters. The position peaked at $443K in Q1 2022. 309 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

Everence Capital Management reported no remaining Northwest Bancshares position as of Q1 2026 after selling out during the quarter.
Everence Capital Management sold 12,440 Northwest Bancshares shares in Q1 2026, an estimated $149K.
Everence Capital Management first reported a position in Northwest Bancshares in Q1 2019 and held it in 26 quarters.
Everence Capital Management's Northwest Bancshares position peaked at $443K in Q1 2022.
309 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.