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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
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 $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 Wealth Solutions's NWBI Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Northwest Bancshares (NWBI) stake by 169% in Q1 2026, buying an estimated $782K and bringing the position to 98,902 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #142.

Evergreen Wealth Solutions first reported a position in NWBI in Q3 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Evergreen Wealth Solutions held 98,902 shares of Northwest Bancshares worth $1.26M as of Q1 2026.
  • Evergreen Wealth Solutions bought 62,124 Northwest Bancshares shares in Q1 2026, an estimated $782K.
  • Northwest Bancshares made up 0.09% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #142 holding.
  • Evergreen Wealth Solutions first reported a position in Northwest Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.