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Principal Securities’s Northwest Bancshares NWBI Stock Holding History

Principal Securities’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
Q4 		– Sell
-55
Closed -$681 – 2788
2025
Q3 		$681 Hold
55
– – ﹤0.01% 3482
2025
Q2 		$703 Sell
55
-56
-50% -$680 ﹤0.01% 3416
2025
Q1 		$1.46K Hold
111
– – ﹤0.01% 3122
2024
Q4 		$1.46K Sell
111
-5
-4% -$69 ﹤0.01% 3116
2024
Q3 		$1.55K Buy
116
+51
+78% +$669 ﹤0.01% 3025
2024
Q2 		$751 Buy
65
+5
+8% +$55 ﹤0.01% 3121
2024
Q1 		$699 Sell
60
-9
-13% -$107 ﹤0.01% 3093
2023
Q4 		$861 Buy
+69
New +$769 ﹤0.01% 2987

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Securities's NWBI Position: Q4 2025 in Review

Principal Securities sold out of Northwest Bancshares (NWBI) in Q4 2025, closing a stake of 55 shares — an estimated $681 sold.

Principal Securities first reported a position in NWBI in Q4 2023 and held it in 8 quarters. The position peaked at $1.55K in Q3 2024. 300 funds tracked by Wall St. Rank hold NWBI as of Q4 2025.

  • Principal Securities reported no remaining Northwest Bancshares position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 55 Northwest Bancshares shares in Q4 2025, an estimated $681.
  • Principal Securities first reported a position in Northwest Bancshares in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Northwest Bancshares position peaked at $1.55K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.