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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
Q2 		$21.3K Buy
1,408
+94
+7% +$1.31K ﹤0.01% 1753
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWBI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Northwest Bancshares (NWBI) stake by 7.2% in Q2 2026, buying an estimated $1.31K and bringing the position to 1,408 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Pinnacle Wealth Planning Services first reported a position in NWBI in Q4 2020 and has held it in 4 quarters since. 316 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,408 shares of Northwest Bancshares worth $21.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 94 Northwest Bancshares shares in Q2 2026, an estimated $1.31K.
  • Northwest Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1753 holding.
  • Pinnacle Wealth Planning Services first reported a position in Northwest Bancshares in Q4 2020 and has held it in 4 quarters since.
  • 316 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.