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Hennion & Walsh Asset Management’s Northwest Bancshares NWBI Stock Holding History

Hennion & Walsh Asset 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
Q2 		$730K Buy
48,128
+252
+0.5% +$3.51K 0.02% 654
2026
Q1 		$608K Buy
47,876
+5,811
+14% +$73.1K 0.02% 658
2025
Q4 		$505K Sell
42,065
-11,853
-22% -$144K 0.02% 718
2025
Q3 		$668K Buy
53,918
+2,641
+5% +$33.2K 0.02% 624
2025
Q2 		$655K Buy
51,277
+9,488
+23% +$115K 0.03% 593
2025
Q1 		$502K Buy
41,789
+7,982
+24% +$101K 0.02% 630
2024
Q4 		$446K Sell
33,807
-4,923
-13% -$68.3K 0.02% 653
2024
Q3 		$518K Sell
38,730
-686
-2% -$9K 0.02% 607
2024
Q2 		$455K Buy
39,416
+11,733
+42% +$129K 0.02% 612
2024
Q1 		$323K Buy
27,683
+5,012
+22% +$59.4K 0.02% 670
2023
Q4 		$283K Buy
22,671
+5,599
+33% +$62.4K 0.02% 697
2023
Q3 		$175K Sell
17,072
-385
-2% -$4.29K 0.01% 755
2023
Q2 		$185K Buy
+17,457
New +$194K 0.01% 759

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hennion & Walsh Asset Management's NWBI Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Northwest Bancshares (NWBI) stake by 0.53% in Q2 2026, buying an estimated $3.51K and bringing the position to 48,128 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #654.

Hennion & Walsh Asset Management first reported a position in NWBI in Q2 2023 and has held it in 13 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Hennion & Walsh Asset Management held 48,128 shares of Northwest Bancshares worth $730K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 252 Northwest Bancshares shares in Q2 2026, an estimated $3.51K.
  • Northwest Bancshares made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #654 holding.
  • Hennion & Walsh Asset Management first reported a position in Northwest Bancshares in Q2 2023 and has held it in 13 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.