Root Financial Partners
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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
Q3 		$15.2K Buy
+1,026
New +$15.8K ﹤0.01% 1703
2026
Q2 		– Sell
-758
Closed -$9.6K – 2252
2026
Q1 		$9.6K 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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Root Financial Partners's NWBI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Northwest Bancshares (NWBI) in Q3 2026: 1,026 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NWBI as recently as Q1 2026.

Root Financial Partners first reported a position in NWBI in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold NWBI as of Q3 2026.

  • Root Financial Partners held 1,026 shares of Northwest Bancshares worth $15.2K as of Q3 2026.
  • Northwest Bancshares was a new Root Financial Partners position in Q3 2026.
  • Northwest Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1703 holding.
  • Root Financial Partners first reported a position in Northwest Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Northwest Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.