Integrated Wealth Concepts’s Norwood Financial Corp NWFL Stock Holding History

Integrated Wealth Concepts’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	$7.17K	Buy	+223	New	+$6.81K	﹤0.01%	4771

Other funds holding NWFL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Norwood Financial Corp (NWFL) in Q2 2026: 223 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #4771 among its holdings.

111 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

Integrated Wealth Concepts held 223 shares of Norwood Financial Corp worth $7.17K as of Q2 2026.
Norwood Financial Corp was a new Integrated Wealth Concepts position in Q2 2026.
Norwood Financial Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4771 holding.
111 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

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