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Larson Financial Group’s Northwest Bancshares NWBI Stock Holding History

Larson 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
2026
Q2 		$2.03K Buy
+134
New +$1.87K ﹤0.01% 3109
2025
Q3 		– Sell
-4
Closed -$51 – 3583
2025
Q2 		$51 Sell
4
-7
-64% -$85 ﹤0.01% 3232
2025
Q1 		$132 Hold
11
– – ﹤0.01% 2873
2024
Q4 		$145 Hold
11
– – ﹤0.01% 2530
2024
Q3 		$147 Sell
11
-124
-92% -$1.63K ﹤0.01% 2461
2024
Q2 		$1.56K Sell
135
-1,865
-93% -$20.5K ﹤0.01% 1634
2024
Q1 		$23.3K Buy
+2,000
New +$23.7K ﹤0.01% 856

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

Larson Financial Group's NWBI Position: Q2 2026 in Review

Larson Financial Group opened a new position in Northwest Bancshares (NWBI) in Q2 2026: 134 shares worth $2.03K. The stake represents ﹤0.01% of the portfolio and ranks #3109 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in NWBI as recently as Q2 2025.

Larson Financial Group first reported a position in NWBI in Q1 2024 and has held it in 7 quarters since. The position peaked at $23.3K in Q1 2024. 315 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Larson Financial Group held 134 shares of Northwest Bancshares worth $2.03K as of Q2 2026.
  • Northwest Bancshares was a new Larson Financial Group position in Q2 2026.
  • Northwest Bancshares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3109 holding.
  • Larson Financial Group first reported a position in Northwest Bancshares in Q1 2024 and has held it in 7 quarters since.
  • Larson Financial Group's Northwest Bancshares position peaked at $23.3K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

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