GIA
NWBI icon

Gladstone Institutional Advisory’s Northwest Bancshares NWBI Stock Holding History

Gladstone Institutional Advisory’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
2025
Q3 		– Sell
-11,259
Closed -$144K – 808
2025
Q2 		$144K Hold
11,259
– – 0.01% 731
2025
Q1 		$135K Sell
11,259
-15,403
-58% -$195K 0.01% 695
2024
Q4 		$352K Hold
26,662
– – 0.02% 551
2024
Q3 		$357K Hold
26,662
– – 0.02% 529
2024
Q2 		$308K Buy
26,662
+4,500
+20% +$49.5K 0.02% 534
2024
Q1 		$258K Sell
22,162
-4,500
-17% -$53.3K 0.01% 561
2023
Q4 		$333K Hold
26,662
– – 0.02% 498
2023
Q3 		$273K Buy
+26,662
New +$297K 0.02% 511
2021
Q2 		– Sell
-10,859
Closed -$157K – 538
2021
Q1 		$157K Buy
+10,859
New +$153K 0.02% 396

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gladstone Institutional Advisory's NWBI Position: Q3 2025 in Review

Gladstone Institutional Advisory sold out of Northwest Bancshares (NWBI) in Q3 2025, closing a stake of 11,259 shares — an estimated $144K sold.

Gladstone Institutional Advisory first reported a position in NWBI in Q1 2021 and held it in 9 quarters. The position peaked at $357K in Q3 2024. 292 funds tracked by Wall St. Rank hold NWBI as of Q3 2025.

  • Gladstone Institutional Advisory reported no remaining Northwest Bancshares position as of Q3 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,259 Northwest Bancshares shares in Q3 2025, an estimated $144K.
  • Gladstone Institutional Advisory first reported a position in Northwest Bancshares in Q1 2021 and held it in 9 quarters.
  • Gladstone Institutional Advisory's Northwest Bancshares position peaked at $357K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2025, filed 22 Oct 2025.