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Merit Financial Group’s Northwest Bancshares NWBI Stock Holding History

Merit 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 		$1.85M Buy
121,849
+7,470
+7% +$104K 0.01% 783
2026
Q1 		$1.45M Sell
114,379
-1,507
-1% -$19K 0.01% 819
2025
Q4 		$1.39M Buy
115,886
+273
+0.2% +$3.32K 0.01% 783
2025
Q3 		$1.43M Buy
115,613
+103,741
+874% +$1.3M 0.01% 695
2025
Q2 		$152K Buy
+11,872
New +$144K ﹤0.01% 1601

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

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

Merit Financial Group increased its Northwest Bancshares (NWBI) stake by 6.5% in Q2 2026, buying an estimated $104K and bringing the position to 121,849 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #783.

Merit Financial Group first reported a position in NWBI in Q2 2025 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Merit Financial Group held 121,849 shares of Northwest Bancshares worth $1.85M as of Q2 2026.
  • Merit Financial Group bought 7,470 Northwest Bancshares shares in Q2 2026, an estimated $104K.
  • Northwest Bancshares made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #783 holding.
  • Merit Financial Group first reported a position in Northwest Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.