Focus Partners Wealth
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Focus Partners Wealth’s Northwest Bancshares NWBI Stock Holding History

Focus Partners Wealth’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 		$300K Sell
19,790
-16,604
-46% -$231K ﹤0.01% 2266
2026
Q1 		$462K Buy
36,394
+15,792
+77% +$199K ﹤0.01% 1979
2025
Q4 		$247K Buy
+20,602
New +$251K ﹤0.01% 2334

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Focus Partners Wealth's NWBI Position: Q2 2026 in Review

Focus Partners Wealth reduced its Northwest Bancshares (NWBI) stake by 46% in Q2 2026, selling an estimated $231K and leaving 19,790 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Focus Partners Wealth first reported a position in NWBI in Q4 2025 and has held it in 3 quarters since. The position peaked at $462K in Q1 2026. 315 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Focus Partners Wealth held 19,790 shares of Northwest Bancshares worth $300K as of Q2 2026.
  • Focus Partners Wealth sold 16,604 Northwest Bancshares shares in Q2 2026, an estimated $231K.
  • Northwest Bancshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2266 holding.
  • Focus Partners Wealth first reported a position in Northwest Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Northwest Bancshares position peaked at $462K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.