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Evergreen Wealth Solutions’s Northwest Bancshares NWBI Stock Holding History

Evergreen Wealth 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 		$1.56M Buy
98,976
+74
+0.1% +$1.03K 0.08% 156
2026
Q1 		$1.26M Buy
98,902
+62,124
+169% +$782K 0.09% 142
2025
Q4 		$441K Buy
36,778
+64
+0.2% +$779 0.06% 133
2025
Q3 		$455K Buy
+36,714
New +$462K 0.26% 66

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

Evergreen Wealth Solutions's NWBI Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Northwest Bancshares (NWBI) stake by 0.07% in Q2 2026, buying an estimated $1.03K and bringing the position to 98,976 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #156.

Evergreen Wealth Solutions first reported a position in NWBI in Q3 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Evergreen Wealth Solutions held 98,976 shares of Northwest Bancshares worth $1.56M as of Q2 2026.
  • Evergreen Wealth Solutions bought 74 Northwest Bancshares shares in Q2 2026, an estimated $1.03K.
  • Northwest Bancshares made up 0.08% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #156 holding.
  • Evergreen Wealth Solutions first reported a position in Northwest Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.