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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NewEdge Advisors's NWBI Position: Q1 2026 in Review

NewEdge Advisors held its Northwest Bancshares (NWBI) position steady in Q1 2026 at 80,637 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

NewEdge Advisors first reported a position in NWBI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.45M in Q3 2025. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

NewEdge Advisors held 80,637 shares of Northwest Bancshares worth $1.02M as of Q1 2026.
NewEdge Advisors left its Northwest Bancshares share count unchanged in Q1 2026.
Northwest Bancshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1495 holding.
NewEdge Advisors first reported a position in Northwest Bancshares in Q1 2023 and has held it in 13 quarters since.
NewEdge Advisors's Northwest Bancshares position peaked at $1.45M in Q3 2025.
308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.