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Rothschild Investment LLC’s Northwest Bancshares NWBI Stock Holding History

Rothschild Investment LLC’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 		$7.29K Buy
481
+123
+34% +$1.71K ﹤0.01% 2065
2026
Q1 		$4.54K Buy
358
+38
+12% +$478 ﹤0.01% 2101
2025
Q4 		$3.84K Buy
320
+110
+52% +$1.34K ﹤0.01% 2031
2025
Q3 		$2.6K Sell
210
-70
-25% -$880 ﹤0.01% 2064
2025
Q2 		$3.58K Buy
280
+120
+75% +$1.46K ﹤0.01% 1678
2025
Q1 		$1.92K Buy
160
+50
+45% +$633 ﹤0.01% 1920
2024
Q4 		$1.45K Sell
110
-40
-27% -$555 ﹤0.01% 1995
2024
Q3 		$2.01K Buy
150
+100
+200% +$1.31K ﹤0.01% 1727
2024
Q2 		$578 Buy
50
+30
+150% +$330 ﹤0.01% 1925
2024
Q1 		$233 Buy
+20
New +$237 ﹤0.01% 1680

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's NWBI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Northwest Bancshares (NWBI) stake by 34% in Q2 2026, buying an estimated $1.71K and bringing the position to 481 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Rothschild Investment LLC first reported a position in NWBI in Q1 2024 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Rothschild Investment LLC held 481 shares of Northwest Bancshares worth $7.29K as of Q2 2026.
  • Rothschild Investment LLC bought 123 Northwest Bancshares shares in Q2 2026, an estimated $1.71K.
  • Northwest Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2065 holding.
  • Rothschild Investment LLC first reported a position in Northwest Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.