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Independent Solutions Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Independent Solutions Wealth 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 		$196K Buy
12,932
+183
+1% +$2.55K 0.03% 192
2026
Q1 		$162K Buy
12,749
+192
+2% +$2.42K 0.02% 183
2025
Q4 		$151K Buy
12,557
+215
+2% +$2.62K 0.03% 170
2025
Q3 		$153K Buy
12,342
+200
+2% +$2.52K 0.03% 175
2025
Q2 		$155K Buy
12,142
+189
+2% +$2.29K 0.03% 176
2025
Q1 		$144K Buy
+11,953
New +$151K 0.03% 171

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

Independent Solutions Wealth Management's NWBI Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Northwest Bancshares (NWBI) stake by 1.4% in Q2 2026, buying an estimated $2.55K and bringing the position to 12,932 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #192.

Independent Solutions Wealth Management 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.

  • Independent Solutions Wealth Management held 12,932 shares of Northwest Bancshares worth $196K as of Q2 2026.
  • Independent Solutions Wealth Management bought 183 Northwest Bancshares shares in Q2 2026, an estimated $2.55K.
  • Northwest Bancshares made up 0.03% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Independent Solutions Wealth Management 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 Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.