J.W. Cole Advisors’s Northwest Bancshares NWBI Stock Holding History

J.W. Cole 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 Q2	$201K	Buy	+13,260	New	+$185K	﹤0.01%	1510
2026 Q1	–	Sell	-12,828	Closed	-$154K	–	1244
2025 Q4	$154K	Buy	12,828 +31	+0.2%	+$377	﹤0.01%	1337
2025 Q3	$159K	Buy	+12,797	New	+$161K	﹤0.01%	1466

Other funds holding NWBI

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

J.W. Cole Advisors's NWBI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Northwest Bancshares (NWBI) in Q2 2026: 13,260 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NWBI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NWBI in Q3 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

J.W. Cole Advisors held 13,260 shares of Northwest Bancshares worth $201K as of Q2 2026.
Northwest Bancshares was a new J.W. Cole Advisors position in Q2 2026.
Northwest Bancshares made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1510 holding.
J.W. Cole Advisors first reported a position in Northwest Bancshares in Q3 2025 and has held it in 3 quarters since.
62 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.