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IFP Advisors’s Norwood Financial Corp NWFL Stock Holding History

IFP Advisors’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25K Buy
39
+36
+1,200% +$1.1K ﹤0.01% 4430
2026
Q1 		$88 Hold
3
– – ﹤0.01% 4757
2025
Q4 		$84 Sell
3
-4
-57% -$109 ﹤0.01% 4628
2025
Q3 		$178 Buy
7
+6
+600% +$153 ﹤0.01% 4417
2025
Q2 		$78 Buy
+1
New +$25 ﹤0.01% 4755

Other funds holding NWFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors's NWFL Position: Q2 2026 in Review

IFP Advisors increased its Norwood Financial Corp (NWFL) stake by 1,200% in Q2 2026, buying an estimated $1.1K and bringing the position to 39 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4430.

IFP Advisors first reported a position in NWFL in Q2 2025 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • IFP Advisors held 39 shares of Norwood Financial Corp worth $1.25K as of Q2 2026.
  • IFP Advisors bought 36 Norwood Financial Corp shares in Q2 2026, an estimated $1.1K.
  • Norwood Financial Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4430 holding.
  • IFP Advisors first reported a position in Norwood Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • 111 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.