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HFM Investment Advisors’s Northwest Bancshares NWBI Stock Holding History

HFM Investment Advisors’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 		$152 Buy
10
+4
+67% +$56 ﹤0.01% 1205
2026
Q1 		$76 Hold
6
– – ﹤0.01% 1142
2025
Q4 		$72 Hold
6
– – ﹤0.01% 1202
2025
Q3 		$74 Hold
6
– – ﹤0.01% 1191
2025
Q2 		$77 Buy
6
+4
+200% +$49 ﹤0.01% 1183
2025
Q1 		$25 Buy
+2
New +$25 ﹤0.01% 1138

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

HFM Investment Advisors's NWBI Position: Q2 2026 in Review

HFM Investment Advisors increased its Northwest Bancshares (NWBI) stake by 67% in Q2 2026, buying an estimated $56 and bringing the position to 10 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

HFM Investment Advisors first reported a position in NWBI in Q1 2025 and has held it in 6 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • HFM Investment Advisors held 10 shares of Northwest Bancshares worth $152 as of Q2 2026.
  • HFM Investment Advisors bought 4 Northwest Bancshares shares in Q2 2026, an estimated $56.
  • Northwest Bancshares made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1205 holding.
  • HFM Investment Advisors first reported a position in Northwest Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.