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Gilpin Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Gilpin Wealth Management’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
Q3 		$164 Hold
11
– – ﹤0.01% 1189
2026
Q2 		$167 Hold
11
– – ﹤0.01% 951
2026
Q1 		$140 Hold
11
– – ﹤0.01% 919
2025
Q4 		$132 Buy
+11
New +$134 ﹤0.01% 765

Other funds holding NWBI

LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's NWBI Position: Q3 2026 in Review

Gilpin Wealth Management held its Northwest Bancshares (NWBI) position steady in Q3 2026 at 11 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Gilpin Wealth Management first reported a position in NWBI in Q4 2025 and has held it in 4 quarters since. The position peaked at $167 in Q2 2026. 12 funds tracked by Wall St. Rank hold NWBI as of Q3 2026.

  • Gilpin Wealth Management held 11 shares of Northwest Bancshares worth $164 as of Q3 2026.
  • Gilpin Wealth Management left its Northwest Bancshares share count unchanged in Q3 2026.
  • Northwest Bancshares made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1189 holding.
  • Gilpin Wealth Management first reported a position in Northwest Bancshares in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Northwest Bancshares position peaked at $167 in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.