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Rothschild Investment LLC’s Norwood Financial Corp NWFL Stock Holding History

Rothschild Investment LLC’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
Q2 		$804 Buy
25
+10
+67% +$305 ﹤0.01% 3127
2026
Q1 		$441 Buy
+15
New +$441 ﹤0.01% 3164

Other funds holding NWFL

BlackRock
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Wellington Management Group
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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Rothschild Investment LLC increased its Norwood Financial Corp (NWFL) stake by 67% in Q2 2026, buying an estimated $305 and bringing the position to 25 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

Rothschild Investment LLC first reported a position in NWFL in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • Rothschild Investment LLC held 25 shares of Norwood Financial Corp worth $804 as of Q2 2026.
  • Rothschild Investment LLC bought 10 Norwood Financial Corp shares in Q2 2026, an estimated $305.
  • Norwood Financial Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3127 holding.
  • Rothschild Investment LLC first reported a position in Norwood Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

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