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NewSquare Capital’s Northwest Bancshares NWBI Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-239
Closed -$3.05K – 883
2025
Q2 		$3.05K Sell
239
-221
-48% -$2.68K ﹤0.01% 892
2025
Q1 		$5.53K Buy
460
+320
+229% +$4.05K ﹤0.01% 671
2024
Q4 		$1.85K Buy
+140
New +$1.94K ﹤0.01% 561

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewSquare Capital's NWBI Position: Q3 2025 in Review

NewSquare Capital sold out of Northwest Bancshares (NWBI) in Q3 2025, closing a stake of 239 shares — an estimated $3.05K sold.

NewSquare Capital first reported a position in NWBI in Q4 2024 and held it in 3 quarters. The position peaked at $5.53K in Q1 2025. 292 funds tracked by Wall St. Rank hold NWBI as of Q3 2025.

  • NewSquare Capital reported no remaining Northwest Bancshares position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 239 Northwest Bancshares shares in Q3 2025, an estimated $3.05K.
  • NewSquare Capital first reported a position in Northwest Bancshares in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Northwest Bancshares position peaked at $5.53K in Q1 2025.
  • 292 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.