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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
Q2 		– Sell
-758
Closed -$9.62K – 2252
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

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State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Root Financial Partners's NWBI Position: Q2 2026 in Review

Root Financial Partners sold out of Northwest Bancshares (NWBI) in Q2 2026, closing a stake of 758 shares — an estimated $9.62K sold.

Root Financial Partners first reported a position in NWBI in Q3 2025 and held it in 3 quarters. The position peaked at $9.62K in Q1 2026. 315 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Root Financial Partners reported no remaining Northwest Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 758 Northwest Bancshares shares in Q2 2026, an estimated $9.62K.
  • Root Financial Partners first reported a position in Northwest Bancshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Northwest Bancshares position peaked at $9.62K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.