Physician Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

Physician Wealth 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	$1.29K	Hold	85	–	–	﹤0.01%	1712
2026 Q1	$1.08K	Hold	85	–	–	﹤0.01%	1640
2025 Q4	$1.02K	Buy	+85	New	+$1.03K	﹤0.01%	1612

Other funds holding NWBI

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's NWBI Position: Q2 2026 in Review

Physician Wealth Advisors held its Northwest Bancshares (NWBI) position steady in Q2 2026 at 85 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Physician Wealth Advisors first reported a position in NWBI in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Physician Wealth Advisors held 85 shares of Northwest Bancshares worth $1.29K as of Q2 2026.
Physician Wealth Advisors left its Northwest Bancshares share count unchanged in Q2 2026.
Northwest Bancshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1712 holding.
Physician Wealth Advisors first reported a position in Northwest Bancshares in Q4 2025 and has held it in 3 quarters since.
48 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.