EverSource Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

EverSource Wealth Advisors’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	$33.5K	Sell	2,209 -1,277	-37%	-$17.8K	﹤0.01%	2058
2026 Q1	$44.2K	Sell	3,486 -221	-6%	-$2.78K	﹤0.01%	1994
2025 Q4	$44.5K	Sell	3,707 -718	-16%	-$8.73K	﹤0.01%	1822
2025 Q3	$54.8K	Sell	4,425 -1,366	-24%	-$17.2K	﹤0.01%	1639
2025 Q2	$74K	Buy	5,791 +4,952	+590%	+$60.1K	﹤0.01%	1370
2025 Q1	$10.1K	Buy	839 +289	+53%	+$3.66K	﹤0.01%	2106
2024 Q4	$7.25K	Buy	550 +244	+80%	+$3.38K	﹤0.01%	2162
2024 Q3	$4.09K	Hold	306	–	–	﹤0.01%	2301
2024 Q2	$4.3K	Buy	+306	New	+$3.36K	﹤0.01%	2274
2023 Q2	–	Sell	-269	Closed	-$3.24K	–	2565
2023 Q1	$3.24K	Sell	269 -134	-33%	-$1.82K	﹤0.01%	1786
2022 Q4	$5.63K	Hold	403	–	–	﹤0.01%	1554
2022 Q3	$6K	Hold	403	–	–	﹤0.01%	1305
2022 Q2	$5K	Sell	403 -155	-28%	-$1.98K	﹤0.01%	1277
2022 Q1	$8K	Hold	558	–	–	﹤0.01%	1085
2021 Q4	$8K	Buy	+558	New	+$7.76K	﹤0.01%	1059

Other funds holding NWBI

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's NWBI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Northwest Bancshares (NWBI) stake by 37% in Q2 2026, selling an estimated $17.8K and leaving 2,209 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

EverSource Wealth Advisors first reported a position in NWBI in Q4 2021 and has held it in 15 quarters since. The position peaked at $74K in Q2 2025. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

EverSource Wealth Advisors held 2,209 shares of Northwest Bancshares worth $33.5K as of Q2 2026.
EverSource Wealth Advisors sold 1,277 Northwest Bancshares shares in Q2 2026, an estimated $17.8K.
Northwest Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2058 holding.
EverSource Wealth Advisors first reported a position in Northwest Bancshares in Q4 2021 and has held it in 15 quarters since.
EverSource Wealth Advisors's Northwest Bancshares position peaked at $74K in Q2 2025.
314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.