RFP
NWBI icon

Root Financial Partners’s Northwest Bancshares NWBI Stock Holding History

Root Financial Partners’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 		$9.62K Buy
758
+346
+84% +$4.35K ﹤0.01% 1705
2025
Q4 		$4.94K Buy
412
+27
+7% +$328 ﹤0.01% 1768
2025
Q3 		$4.77K Buy
+385
New +$4.84K ﹤0.01% 1746

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

Root Financial Partners's NWBI Position: Q1 2026 in Review

Root Financial Partners increased its Northwest Bancshares (NWBI) stake by 84% in Q1 2026, buying an estimated $4.35K and bringing the position to 758 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Root Financial Partners first reported a position in NWBI in Q3 2025 and has held it in 3 quarters since. 309 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

  • Root Financial Partners held 758 shares of Northwest Bancshares worth $9.62K as of Q1 2026.
  • Root Financial Partners bought 346 Northwest Bancshares shares in Q1 2026, an estimated $4.35K.
  • Northwest Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1705 holding.
  • Root Financial Partners first reported a position in Northwest Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 309 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.