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MAI Capital Management’s Norwood Financial Corp NWFL Stock Holding History

MAI Capital Management’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
Q2 		– Sell
-35
Closed -$1.03K – 3827
2026
Q1 		$1.03K Buy
35
+34
+3,400% +$999 ﹤0.01% 4170
2025
Q4 		$29 Buy
+1
New +$27 ﹤0.01% 4285

Other funds holding NWFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MAI Capital Management's NWFL Position: Q2 2026 in Review

MAI Capital Management sold out of Norwood Financial Corp (NWFL) in Q2 2026, closing a stake of 35 shares — an estimated $1.03K sold.

MAI Capital Management first reported a position in NWFL in Q4 2025 and held it in 2 quarters. The position peaked at $1.03K in Q1 2026. 111 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • MAI Capital Management reported no remaining Norwood Financial Corp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 35 Norwood Financial Corp shares in Q2 2026, an estimated $1.03K.
  • MAI Capital Management first reported a position in Norwood Financial Corp in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Norwood Financial Corp position peaked at $1.03K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.