Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Northwest Bancshares NWBI Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-19,164
Closed -$237K – 1039
2025
Q3 		$237K Buy
19,164
+6,228
+48% +$78.3K ﹤0.01% 1291
2025
Q2 		$165K Sell
12,936
-55
-0.4% -$667 ﹤0.01% 1300
2025
Q1 		$156K Sell
12,991
-522
-4% -$6.61K ﹤0.01% 1192
2024
Q4 		$178K Buy
+13,513
New +$187K ﹤0.01% 1177

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Geode Capital Management
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Victory Capital Management
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Bank of New York Mellon
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Northern Trust
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kovitz Investment Group Partners's NWBI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Northwest Bancshares (NWBI) in Q4 2025, closing a stake of 19,164 shares — an estimated $237K sold.

Kovitz Investment Group Partners first reported a position in NWBI in Q4 2024 and held it in 4 quarters. The position peaked at $237K in Q3 2025. 300 funds tracked by Wall St. Rank hold NWBI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Northwest Bancshares position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,164 Northwest Bancshares shares in Q4 2025, an estimated $237K.
  • Kovitz Investment Group Partners first reported a position in Northwest Bancshares in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Northwest Bancshares position peaked at $237K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.