Orion Portfolio Solutions’s Northwest Bancshares NWBI Stock Holding History

Orion Portfolio Solutions’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 Q1	$381K	Buy	+31,692	New	+$401K	﹤0.01%	1523

Other funds holding NWBI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Orion Portfolio Solutions's NWBI Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Northwest Bancshares (NWBI) in Q1 2025: 31,692 shares worth $381K. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings.

273 funds tracked by Wall St. Rank hold NWBI as of Q1 2025.

Orion Portfolio Solutions held 31,692 shares of Northwest Bancshares worth $381K as of Q1 2025.
Northwest Bancshares was a new Orion Portfolio Solutions position in Q1 2025.
Northwest Bancshares made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1523 holding.
273 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.