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Jefferies Financial Group’s Northwest Bancshares NWBI Stock Holding History

Jefferies Financial 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
2025
Q1 		– Sell
-79,269
Closed -$1.05M – 1887
2024
Q4 		$1.05M Buy
+79,269
New +$1.1M 0.01% 866

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 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

Jefferies Financial Group's NWBI Position: Q1 2025 in Review

Jefferies Financial Group sold out of Northwest Bancshares (NWBI) in Q1 2025, closing a stake of 79,269 shares — an estimated $1.05M sold.

Jefferies Financial Group first reported a position in NWBI in Q4 2024 and held it in 1 quarter. The position peaked at $1.05M in Q4 2024. 273 funds tracked by Wall St. Rank hold NWBI as of Q1 2025.

  • Jefferies Financial Group reported no remaining Northwest Bancshares position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 79,269 Northwest Bancshares shares in Q1 2025, an estimated $1.05M.
  • Jefferies Financial Group first reported a position in Northwest Bancshares in Q4 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Northwest Bancshares position peaked at $1.05M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.