MCM
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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56B AUM 22.37% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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 $2.9T AUM 29.55% 1-Year Est. Return

MAI Capital Management's NWFL Position: Q1 2026 in Review

MAI Capital Management increased its Norwood Financial Corp (NWFL) stake by 3,400% in Q1 2026, buying an estimated $999 and bringing the position to 35 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

MAI Capital Management first reported a position in NWFL in Q4 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • MAI Capital Management held 35 shares of Norwood Financial Corp worth $1.03K as of Q1 2026.
  • MAI Capital Management bought 34 Norwood Financial Corp shares in Q1 2026, an estimated $999.
  • Norwood Financial Corp made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4170 holding.
  • MAI Capital Management first reported a position in Norwood Financial Corp in Q4 2025 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.