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McClarren Financial Advisors’s Northwest Bancshares NWBI Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-12
Closed -$9K – 223
2025
Q1 		$9K Buy
+12
New +$152 0.01% 213
2024
Q4 		– Sell
-13
Closed -$10 – 279
2024
Q3 		$10 Buy
13
+2
+18% +$26 ﹤0.01% 186
2024
Q2 		$9K Buy
+11
New +$121 0.01% 249

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McClarren Financial Advisors's NWBI Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Northwest Bancshares (NWBI) in Q2 2025, closing a stake of 12 shares — an estimated $9K sold.

McClarren Financial Advisors first reported a position in NWBI in Q2 2024 and held it in 3 quarters. The position peaked at $9K in Q1 2025. 276 funds tracked by Wall St. Rank hold NWBI as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Northwest Bancshares position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 12 Northwest Bancshares shares in Q2 2025, an estimated $9K.
  • McClarren Financial Advisors first reported a position in Northwest Bancshares in Q2 2024 and held it in 3 quarters.
  • McClarren Financial Advisors's Northwest Bancshares position peaked at $9K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.