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 Q2	$1.19K	Buy	37 +1	+3%	+$31	﹤0.01%	3909
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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Norwood Financial Corp (NWFL) stake by 2.8% in Q2 2026, buying an estimated $31 and bringing the position to 37 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

EverSource Wealth Advisors first reported a position in NWFL in Q1 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

EverSource Wealth Advisors held 37 shares of Norwood Financial Corp worth $1.19K as of Q2 2026.
EverSource Wealth Advisors bought 1 Norwood Financial Corp share in Q2 2026, an estimated $31.
Norwood Financial Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3909 holding.
EverSource Wealth Advisors first reported a position in Norwood Financial Corp in Q1 2025 and has held it in 6 quarters since.
111 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

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