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Pinnacle Wealth Planning Services’s Northwest Bancshares NWBI Stock Holding History

Pinnacle Wealth Planning Services’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 		$16.7K Sell
1,314
-322
-20% -$4.05K ﹤0.01% 1785
2025
Q4 		$19.6K Buy
+1,636
New +$19.9K ﹤0.01% 1725
2021
Q1 		– Sell
-1,416
Closed -$18K – 1420
2020
Q4 		$18K Buy
+1,416
New +$16.1K ﹤0.01% 1197

Other funds holding NWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWBI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Northwest Bancshares (NWBI) stake by 20% in Q1 2026, selling an estimated $4.05K and leaving 1,314 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Pinnacle Wealth Planning Services first reported a position in NWBI in Q4 2020 and has held it in 3 quarters since. The position peaked at $19.6K in Q4 2025. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,314 shares of Northwest Bancshares worth $16.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 322 Northwest Bancshares shares in Q1 2026, an estimated $4.05K.
  • Northwest Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1785 holding.
  • Pinnacle Wealth Planning Services first reported a position in Northwest Bancshares in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Northwest Bancshares position peaked at $19.6K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.