Root Financial Partners’s Norwood Financial Corp NWFL Stock Holding History

Root Financial Partners’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	$147	Buy	+5	New	+$147	﹤0.01%	3216

Other funds holding NWFL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Root Financial Partners opened a new position in Norwood Financial Corp (NWFL) in Q1 2026: 5 shares worth $147. The stake represents ﹤0.01% of the portfolio and ranks #3216 among its holdings.

107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

Root Financial Partners held 5 shares of Norwood Financial Corp worth $147 as of Q1 2026.
Norwood Financial Corp was a new Root Financial Partners position in Q1 2026.
Norwood Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3216 holding.
107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

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