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Intellus Advisors’s Northwest Bancshares NWBI Stock Holding History

Intellus Advisors’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
Q1 		$319K Hold
25,159
– – 0.04% 99
2025
Q4 		$302K Hold
25,159
– – 0.04% 102
2025
Q3 		$312K Buy
+25,159
New +$316K 0.04% 103

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Intellus Advisors's NWBI Position: Q1 2026 in Review

Intellus Advisors held its Northwest Bancshares (NWBI) position steady in Q1 2026 at 25,159 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #99.

Intellus Advisors first reported a position in NWBI in Q3 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Intellus Advisors held 25,159 shares of Northwest Bancshares worth $319K as of Q1 2026.
  • Intellus Advisors left its Northwest Bancshares share count unchanged in Q1 2026.
  • Northwest Bancshares made up 0.04% of Intellus Advisors's portfolio in Q1 2026, its #99 holding.
  • Intellus Advisors first reported a position in Northwest Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.