HNW
NWBI icon

High Note Wealth’s Northwest Bancshares NWBI Stock Holding History

High Note 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
2025
Q3 		– Sell
-175
Closed -$2.24K – 954
2025
Q2 		$2.24K Hold
175
– – ﹤0.01% 628
2025
Q1 		$2.1K Hold
175
– – ﹤0.01% 651
2024
Q4 		$2.31K Buy
+175
New +$2.43K ﹤0.01% 658

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

High Note Wealth's NWBI Position: Q3 2025 in Review

High Note Wealth sold out of Northwest Bancshares (NWBI) in Q3 2025, closing a stake of 175 shares — an estimated $2.24K sold.

High Note Wealth first reported a position in NWBI in Q4 2024 and held it in 3 quarters. The position peaked at $2.31K in Q4 2024. 292 funds tracked by Wall St. Rank hold NWBI as of Q3 2025.

  • High Note Wealth reported no remaining Northwest Bancshares position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 175 Northwest Bancshares shares in Q3 2025, an estimated $2.24K.
  • High Note Wealth first reported a position in Northwest Bancshares in Q4 2024 and held it in 3 quarters.
  • High Note Wealth's Northwest Bancshares position peaked at $2.31K in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.