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Integrated Wealth Concepts’s Northwest Bancshares NWBI Stock Holding History

Integrated Wealth Concepts’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 		$41.7K Buy
+2,751
New +$38.3K ﹤0.01% 3503

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

Integrated Wealth Concepts's NWBI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Northwest Bancshares (NWBI) in Q2 2026: 2,751 shares worth $41.7K. The stake represents ﹤0.01% of the portfolio and ranks #3503 among its holdings.

314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Integrated Wealth Concepts held 2,751 shares of Northwest Bancshares worth $41.7K as of Q2 2026.
  • Northwest Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
  • Northwest Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3503 holding.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.