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
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 $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

Focus Partners Wealth's NWBI Position: Q1 2026 in Review

Focus Partners Wealth increased its Northwest Bancshares (NWBI) stake by 77% in Q1 2026, buying an estimated $199K and bringing the position to 36,394 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Focus Partners Wealth first reported a position in NWBI in Q4 2025 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Focus Partners Wealth held 36,394 shares of Northwest Bancshares worth $462K as of Q1 2026.
  • Focus Partners Wealth bought 15,792 Northwest Bancshares shares in Q1 2026, an estimated $199K.
  • Northwest Bancshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1979 holding.
  • Focus Partners Wealth first reported a position in Northwest Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

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