NewEdge Advisors’s Northwest Bancshares NWBI Stock Holding History

NewEdge 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	$1.22M	Hold	80,637	–	–	﹤0.01%	1530
2026 Q1	$1.02M	Hold	80,637	–	–	﹤0.01%	1495
2025 Q4	$968K	Sell	80,637 -36,396	-31%	-$443K	﹤0.01%	1512
2025 Q3	$1.45M	Buy	117,033 +36,396	+45%	+$458K	0.01%	1181
2025 Q2	$1.03M	Sell	80,637 -132	-0.2%	-$1.6K	0.01%	1272
2025 Q1	$971K	Hold	80,769	–	–	0.01%	1199
2024 Q4	$1.07M	Hold	80,769	–	–	0.01%	1125
2024 Q3	$1.08M	Hold	80,769	–	–	0.01%	1064
2024 Q2	$933K	Hold	80,769	–	–	0.01%	1104
2024 Q1	$941K	Sell	80,769 -23,098	-22%	-$274K	0.01%	1030
2023 Q4	$1.3M	Buy	103,867 +540	+0.5%	+$6.02K	0.01%	829
2023 Q3	$1.06M	Hold	103,327	–	–	0.01%	847
2023 Q2	$1.1M	Buy	103,327 +11,162	+12%	+$124K	0.01%	819
2023 Q1	$953K	Buy	+92,165	New	+$1.25M	0.01%	796

Other funds holding NWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's NWBI Position: Q2 2026 in Review

NewEdge Advisors held its Northwest Bancshares (NWBI) position steady in Q2 2026 at 80,637 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

NewEdge Advisors first reported a position in NWBI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.45M in Q3 2025. 316 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

NewEdge Advisors held 80,637 shares of Northwest Bancshares worth $1.22M as of Q2 2026.
NewEdge Advisors left its Northwest Bancshares share count unchanged in Q2 2026.
Northwest Bancshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1530 holding.
NewEdge Advisors first reported a position in Northwest Bancshares in Q1 2023 and has held it in 14 quarters since.
NewEdge Advisors's Northwest Bancshares position peaked at $1.45M in Q3 2025.
316 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.