Jones Financial Companies
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Jones Financial Companies’s Northwest Bancshares NWBI Stock Holding History

Jones Financial Companies’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 		$105K Buy
6,943
+1,311
+23% +$18.3K ﹤0.01% 2838
2026
Q1 		$69.9K Buy
5,632
+2,903
+106% +$36.5K ﹤0.01% 2819
2025
Q4 		$32.7K Sell
2,729
-843
-24% -$10.3K ﹤0.01% 2722
2025
Q3 		$44.7K Buy
3,572
+1,186
+50% +$14.9K ﹤0.01% 2430
2025
Q2 		$30.6K Buy
2,386
+218
+10% +$2.65K ﹤0.01% 2416
2025
Q1 		$26K Buy
2,168
+1,979
+1,047% +$25.1K ﹤0.01% 2333
2024
Q4 		$2.49K Buy
+189
New +$2.62K ﹤0.01% 2945

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

Jones Financial Companies's NWBI Position: Q2 2026 in Review

Jones Financial Companies increased its Northwest Bancshares (NWBI) stake by 23% in Q2 2026, buying an estimated $18.3K and bringing the position to 6,943 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Jones Financial Companies first reported a position in NWBI in Q4 2024 and has held it in 7 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Jones Financial Companies held 6,943 shares of Northwest Bancshares worth $105K as of Q2 2026.
  • Jones Financial Companies bought 1,311 Northwest Bancshares shares in Q2 2026, an estimated $18.3K.
  • Northwest Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2838 holding.
  • Jones Financial Companies first reported a position in Northwest Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.