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Rise Advisors’s Northwest Bancshares NWBI Stock Holding History

Rise Advisors’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
-2
Closed -$26 – 1005
2025
Q3 		$26 Hold
2
– – ﹤0.01% 1509
2025
Q2 		$27 Hold
2
– – ﹤0.01% 1521
2025
Q1 		$25 Sell
2
-1,493
-100% -$18.9K ﹤0.01% 1482
2024
Q4 		$19.7K Buy
1,495
+20
+1% +$277 0.01% 670
2024
Q3 		$19.7K Buy
1,475
+23
+2% +$302 0.01% 701
2024
Q2 		$16.8K Buy
1,452
+25
+2% +$275 0.01% 751
2024
Q1 		$16.6K Buy
+1,427
New +$16.9K 0.01% 783

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

Rise Advisors's NWBI Position: Q4 2025 in Review

Rise Advisors sold out of Northwest Bancshares (NWBI) in Q4 2025, closing a stake of 2 shares — an estimated $26 sold.

Rise Advisors first reported a position in NWBI in Q1 2024 and held it in 7 quarters. The position peaked at $19.7K in Q3 2024. 300 funds tracked by Wall St. Rank hold NWBI as of Q4 2025.

  • Rise Advisors reported no remaining Northwest Bancshares position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2 Northwest Bancshares shares in Q4 2025, an estimated $26.
  • Rise Advisors first reported a position in Northwest Bancshares in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Northwest Bancshares position peaked at $19.7K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.