Raymond James Financial
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Raymond James Financial’s Norwood Financial Corp NWFL Stock Holding History

Raymond James Financial’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.89M Buy
98,346
+2,404
+3% +$70.6K ﹤0.01% 3055
2025
Q4 		$2.69M Buy
95,942
+3,517
+4% +$95.9K ﹤0.01% 3035
2025
Q3 		$2.35M Buy
92,425
+3,006
+3% +$76.7K ﹤0.01% 3055
2025
Q2 		$2.31M Buy
89,419
+15,408
+21% +$386K ﹤0.01% 2965
2025
Q1 		$1.79M Buy
74,011
+22,764
+44% +$583K ﹤0.01% 3072
2024
Q4 		$1.39M Buy
+51,247
New +$1.49M ﹤0.01% 3225

Other funds holding NWFL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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

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

Raymond James Financial increased its Norwood Financial Corp (NWFL) stake by 2.5% in Q1 2026, buying an estimated $70.6K and bringing the position to 98,346 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

Raymond James Financial first reported a position in NWFL in Q4 2024 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • Raymond James Financial held 98,346 shares of Norwood Financial Corp worth $2.89M as of Q1 2026.
  • Raymond James Financial bought 2,404 Norwood Financial Corp shares in Q1 2026, an estimated $70.6K.
  • Norwood Financial Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3055 holding.
  • Raymond James Financial first reported a position in Norwood Financial Corp in Q4 2024 and has held it in 6 quarters since.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

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