Raymond James Financial
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Raymond James Financial’s Northwest Bancshares NWBI Stock Holding History

Raymond James Financial’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 		$510K Buy
33,623
+16
+0% +$223 ﹤0.01% 4499
2026
Q1 		$426K Sell
33,607
-2,411
-7% -$30.3K ﹤0.01% 4457
2025
Q4 		$432K Sell
36,018
-1,515
-4% -$18.4K ﹤0.01% 4363
2025
Q3 		$465K Buy
37,533
+8,432
+29% +$106K ﹤0.01% 4162
2025
Q2 		$372K Buy
29,101
+1,255
+5% +$15.2K ﹤0.01% 4179
2025
Q1 		$335K Sell
27,846
-8,137
-23% -$103K ﹤0.01% 4151
2024
Q4 		$475K Buy
+35,983
New +$499K ﹤0.01% 3943

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Raymond James Financial's NWBI Position: Q2 2026 in Review

Raymond James Financial increased its Northwest Bancshares (NWBI) stake by 0.05% in Q2 2026, buying an estimated $223 and bringing the position to 33,623 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #4499.

Raymond James Financial first reported a position in NWBI in Q4 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Raymond James Financial held 33,623 shares of Northwest Bancshares worth $510K as of Q2 2026.
  • Raymond James Financial bought 16 Northwest Bancshares shares in Q2 2026, an estimated $223.
  • Northwest Bancshares made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4499 holding.
  • Raymond James Financial first reported a position in Northwest Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 315 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.