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Evergreen Capital Management’s Northwest Bancshares NWBI Stock Holding History

Evergreen 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
-21,420
Closed -$257K – 1592
2025
Q4 		$257K Buy
21,420
+6,238
+41% +$75.9K 0.01% 1134
2025
Q3 		$188K Buy
+15,182
New +$191K ﹤0.01% 1239

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evergreen Capital Management sold out of Northwest Bancshares (NWBI) in Q1 2026, closing a stake of 21,420 shares — an estimated $257K sold.

Evergreen Capital Management first reported a position in NWBI in Q3 2025 and held it in 2 quarters. The position peaked at $257K in Q4 2025. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Evergreen Capital Management reported no remaining Northwest Bancshares position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 21,420 Northwest Bancshares shares in Q1 2026, an estimated $257K.
  • Evergreen Capital Management first reported a position in Northwest Bancshares in Q3 2025 and held it in 2 quarters.
  • Evergreen Capital Management's Northwest Bancshares position peaked at $257K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.