LPL Financial
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LPL Financial’s Norwood Financial Corp NWFL Stock Holding History

LPL Financial’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33,971
Closed -$953K – 6111
2025
Q4 		$953K Sell
33,971
-2,680
-7% -$73.1K ﹤0.01% 4119
2025
Q3 		$932K Buy
36,651
+600
+2% +$15.3K ﹤0.01% 4064
2025
Q2 		$929K Buy
36,051
+18,275
+103% +$458K ﹤0.01% 3821
2025
Q1 		$430K Buy
17,776
+7,992
+82% +$205K ﹤0.01% 4304
2024
Q4 		$266K Hold
9,784
– – ﹤0.01% 4630
2024
Q3 		$270K Hold
9,784
– – ﹤0.01% 4518
2024
Q2 		$248K Hold
9,784
– – ﹤0.01% 4403
2024
Q1 		$266K Hold
9,784
– – ﹤0.01% 4298
2023
Q4 		$322K Buy
9,784
+509
+5% +$14.3K ﹤0.01% 4031
2023
Q3 		$239K Hold
9,275
– – ﹤0.01% 4110
2023
Q2 		$274K Hold
9,275
– – ﹤0.01% 3923
2023
Q1 		$273K Hold
9,275
– – ﹤0.01% 3815
2022
Q4 		$310K Sell
9,275
-2,000
-18% -$60.5K ﹤0.01% 3625
2022
Q3 		$300K Sell
11,275
-466
-4% -$11.9K ﹤0.01% 3593
2022
Q2 		$285K Hold
11,741
– – ﹤0.01% 3665
2022
Q1 		$336K Sell
11,741
-90
-0.8% -$2.52K ﹤0.01% 3501
2021
Q4 		$307K Sell
11,831
-185
-2% -$4.85K ﹤0.01% 3666
2021
Q3 		$306K Sell
12,016
-160
-1% -$4.07K ﹤0.01% 3628
2021
Q2 		$317K Hold
12,176
– – ﹤0.01% 3553
2021
Q1 		$324K Sell
12,176
-277
-2% -$7.22K ﹤0.01% 3411
2020
Q4 		$326K Buy
12,453
+1,034
+9% +$27.1K ﹤0.01% 3135
2020
Q3 		$278K Sell
11,419
-133
-1% -$3.44K ﹤0.01% 2959
2020
Q2 		$286K Hold
11,552
– – ﹤0.01% 2868
2020
Q1 		$308K Buy
11,552
+409
+4% +$13.5K ﹤0.01% 2481
2019
Q4 		$433K Buy
+11,143
New +$380K ﹤0.01% 2496

Other funds holding NWFL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's NWFL Position: Q1 2026 in Review

LPL Financial sold out of Norwood Financial Corp (NWFL) in Q1 2026, closing a stake of 33,971 shares — an estimated $953K sold.

LPL Financial first reported a position in NWFL in Q4 2019 and held it in 25 quarters. The position peaked at $953K in Q4 2025. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • LPL Financial reported no remaining Norwood Financial Corp position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 33,971 Norwood Financial Corp shares in Q1 2026, an estimated $953K.
  • LPL Financial first reported a position in Norwood Financial Corp in Q4 2019 and held it in 25 quarters.
  • LPL Financial's Norwood Financial Corp position peaked at $953K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.