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
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 $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

Raymond James Financial's NWBI Position: Q1 2026 in Review

Raymond James Financial reduced its Northwest Bancshares (NWBI) stake by 6.7% in Q1 2026, selling an estimated $30.3K and leaving 33,607 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #4457.

Raymond James Financial first reported a position in NWBI in Q4 2024 and has held it in 6 quarters since. The position peaked at $475K in Q4 2024. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Raymond James Financial held 33,607 shares of Northwest Bancshares worth $426K as of Q1 2026.
  • Raymond James Financial sold 2,411 Northwest Bancshares shares in Q1 2026, an estimated $30.3K.
  • Northwest Bancshares made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4457 holding.
  • Raymond James Financial first reported a position in Northwest Bancshares in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Northwest Bancshares position peaked at $475K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.