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JFS Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

JFS Wealth 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 		$2.5K Buy
165
+31
+23% +$432 ﹤0.01% 1537
2026
Q1 		$1.7K Sell
134
-3,993
-97% -$50.2K ﹤0.01% 1555
2025
Q4 		$49.5K Buy
4,127
+4,009
+3,397% +$48.8K ﹤0.01% 520
2025
Q3 		$1.46K Buy
118
+113
+2,260% +$1.42K ﹤0.01% 1511
2025
Q2 		$64 Sell
5
-34
-87% -$413 ﹤0.01% 1825
2025
Q1 		$469 Sell
39
-1
-3% -$13 ﹤0.01% 1776
2024
Q4 		$528 Hold
40
– – ﹤0.01% 1769
2024
Q3 		$536 Buy
40
+2
+5% +$26 ﹤0.01% 1786
2024
Q2 		$439 Hold
38
– – ﹤0.01% 1820
2024
Q1 		$443 Hold
38
– – ﹤0.01% 1807
2023
Q4 		$475 Buy
38
+1
+3% +$11 ﹤0.01% 1814
2023
Q3 		$379 Buy
37
+7
+23% +$78 ﹤0.01% 1782
2023
Q2 		$318 Buy
30
+2
+7% +$22 ﹤0.01% 1823
2023
Q1 		$337 Sell
28
-2
-7% -$27 ﹤0.01% 1770
2022
Q4 		$419 Buy
30
+3
+11% +$43 ﹤0.01% 1760
2022
Q3 		$0 Buy
27
+2
+8% +$28 ﹤0.01% 1865
2022
Q2 		$0 Buy
25
+8
+47% +$102 ﹤0.01% 1880
2022
Q1 		$0 Buy
17
+10
+143% +$141 ﹤0.01% 1920
2021
Q4 		$0 Buy
+7
New +$97 ﹤0.01% 1831

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's NWBI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Northwest Bancshares (NWBI) stake by 23% in Q2 2026, buying an estimated $432 and bringing the position to 165 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

JFS Wealth Advisors first reported a position in NWBI in Q4 2021 and has held it in 19 quarters since. The position peaked at $49.5K in Q4 2025. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • JFS Wealth Advisors held 165 shares of Northwest Bancshares worth $2.5K as of Q2 2026.
  • JFS Wealth Advisors bought 31 Northwest Bancshares shares in Q2 2026, an estimated $432.
  • Northwest Bancshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1537 holding.
  • JFS Wealth Advisors first reported a position in Northwest Bancshares in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Northwest Bancshares position peaked at $49.5K in Q4 2025.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.