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EverSource Wealth Advisors’s Norwood Financial Corp NWFL Stock Holding History

EverSource Wealth Advisors’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.06K Buy
36
+10
+38% +$294 ﹤0.01% 3842
2025
Q4 		$729 Buy
26
+3
+13% +$82 ﹤0.01% 3789
2025
Q3 		$585 Buy
23
+12
+109% +$306 ﹤0.01% 3913
2025
Q2 		$284 Buy
11
+9
+450% +$225 ﹤0.01% 4009
2025
Q1 		$48 Buy
+2
New +$51 ﹤0.01% 3904

Other funds holding NWFL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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

EverSource Wealth Advisors's NWFL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Norwood Financial Corp (NWFL) stake by 38% in Q1 2026, buying an estimated $294 and bringing the position to 36 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3842.

EverSource Wealth Advisors first reported a position in NWFL in Q1 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • EverSource Wealth Advisors held 36 shares of Norwood Financial Corp worth $1.06K as of Q1 2026.
  • EverSource Wealth Advisors bought 10 Norwood Financial Corp shares in Q1 2026, an estimated $294.
  • Norwood Financial Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3842 holding.
  • EverSource Wealth Advisors first reported a position in Norwood Financial Corp in Q1 2025 and has held it in 5 quarters since.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.