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Naples Global Advisors’s Northwest Bancshares NWBI Stock Holding History

Naples Global 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
2026
Q2 		$594K Buy
39,200
+600
+2% +$8.36K 0.04% 317
2026
Q1 		$490K Buy
38,600
+9,000
+30% +$113K 0.04% 331
2025
Q4 		$355K Hold
29,600
– – 0.03% 363
2025
Q3 		$367K Buy
29,600
+2,200
+8% +$27.7K 0.03% 360
2025
Q2 		$350K Buy
27,400
+800
+3% +$9.71K 0.03% 349
2025
Q1 		$320K Buy
26,600
+100
+0.4% +$1.27K 0.03% 345
2024
Q4 		$350K Sell
26,500
-400
-1% -$5.55K 0.03% 331
2024
Q3 		$360K Sell
26,900
-2,625
-9% -$34.4K 0.03% 329
2024
Q2 		$341K Sell
29,525
-1,000
-3% -$11K 0.03% 327
2024
Q1 		$356K Buy
30,525
+300
+1% +$3.56K 0.04% 328
2023
Q4 		$377K Sell
30,225
-3,650
-11% -$40.7K 0.04% 314
2023
Q3 		$347K Sell
33,875
-1,675
-5% -$18.7K 0.04% 321
2023
Q2 		$377K Sell
35,550
-3,800
-10% -$42.2K 0.04% 316
2023
Q1 		$473K Sell
39,350
-750
-2% -$10.2K 0.06% 282
2022
Q4 		$561K Buy
40,100
+3,400
+9% +$49K 0.07% 265
2022
Q3 		$496K Hold
36,700
– – 0.07% 268
2022
Q2 		$470K Sell
36,700
-1,000
-3% -$12.7K 0.06% 275
2022
Q1 		$509K Buy
37,700
+4,075
+12% +$57.5K 0.06% 277
2021
Q4 		$476K Hold
33,625
– – 0.06% 287
2021
Q3 		$447K Buy
33,625
+10,350
+44% +$136K 0.06% 288
2021
Q2 		$317K Buy
23,275
+12,050
+107% +$170K 0.04% 319
2021
Q1 		$162K Buy
+11,225
New +$158K 0.02% 362

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

Naples Global Advisors's NWBI Position: Q2 2026 in Review

Naples Global Advisors increased its Northwest Bancshares (NWBI) stake by 1.6% in Q2 2026, buying an estimated $8.36K and bringing the position to 39,200 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #317.

Naples Global Advisors first reported a position in NWBI in Q1 2021 and has held it in 22 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Naples Global Advisors held 39,200 shares of Northwest Bancshares worth $594K as of Q2 2026.
  • Naples Global Advisors bought 600 Northwest Bancshares shares in Q2 2026, an estimated $8.36K.
  • Northwest Bancshares made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #317 holding.
  • Naples Global Advisors first reported a position in Northwest Bancshares in Q1 2021 and has held it in 22 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.