Intrepid Financial Planning Group’s Northwest Bancshares NWBI Stock Holding History

Intrepid Financial Planning Group’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	$2.77M	Sell	182,918 -634	-0.3%	-$8.84K	0.94%	27
2026 Q1	$2.33M	Sell	183,552 -4,100	-2%	-$51.6K	0.94%	27
2025 Q4	$2.25M	Sell	187,652 -6,520	-3%	-$79.3K	0.86%	28
2025 Q3	$2.41M	Hold	194,172	–	–	0.92%	25
2025 Q2	$2.48M	Hold	194,172	–	–	1.04%	23
2025 Q1	$2.33M	Sell	194,172 -112,440	-37%	-$1.42M	1.08%	22
2024 Q4	$4.04M	Hold	306,612	–	–	1.71%	15
2024 Q3	$4.1M	Hold	306,612	–	–	1.76%	13
2024 Q2	$3.54M	Hold	306,612	–	–	1.52%	16
2024 Q1	$3.57M	Hold	306,612	–	–	1.54%	15
2023 Q4	$3.83M	Hold	306,612	–	–	1.83%	12
2023 Q3	$3.14M	Buy	306,612 +720	+0.2%	+$8.03K	1.63%	14
2023 Q2	$3.24M	Hold	305,892	–	–	1.56%	15
2023 Q1	$3.68M	Sell	305,892 -1,680	-0.5%	-$22.8K	1.86%	12
2022 Q4	$4.3M	Hold	307,572	–	–	2.34%	11
2022 Q3	$4.16M	Hold	307,572	–	–	2.36%	11
2022 Q2	$3.94M	Buy	+307,572	New	+$3.92M	2.16%	11

Other funds holding NWBI

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intrepid Financial Planning Group's NWBI Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Northwest Bancshares (NWBI) stake by 0.35% in Q2 2026, selling an estimated $8.84K and leaving 182,918 shares worth $2.77M. The position accounts for 0.94% of the portfolio, ranked #27.

Intrepid Financial Planning Group first reported a position in NWBI in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.3M in Q4 2022. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Intrepid Financial Planning Group held 182,918 shares of Northwest Bancshares worth $2.77M as of Q2 2026.
Intrepid Financial Planning Group sold 634 Northwest Bancshares shares in Q2 2026, an estimated $8.84K.
Northwest Bancshares made up 0.94% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #27 holding.
Intrepid Financial Planning Group first reported a position in Northwest Bancshares in Q2 2022 and has held it in 17 quarters since.
Intrepid Financial Planning Group's Northwest Bancshares position peaked at $4.3M in Q4 2022.
314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.