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Signature Estate & Investment Advisors’s Norwood Financial Corp NWFL Stock Holding History

Signature Estate & Investment Advisors’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 		$217K Buy
+6,741
New +$206K ﹤0.01% 629
2024
Q4 		– Sell
-7,268
Closed -$200K – 556
2024
Q3 		$200K Buy
+7,268
New +$195K ﹤0.01% 504

Other funds holding NWFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Signature Estate & Investment Advisors's NWFL Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in Norwood Financial Corp (NWFL) in Q2 2026: 6,741 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Signature Estate & Investment Advisors previously reported a position in NWFL as recently as Q3 2024.

Signature Estate & Investment Advisors first reported a position in NWFL in Q3 2024 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • Signature Estate & Investment Advisors held 6,741 shares of Norwood Financial Corp worth $217K as of Q2 2026.
  • Norwood Financial Corp was a new Signature Estate & Investment Advisors position in Q2 2026.
  • Norwood Financial Corp made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #629 holding.
  • Signature Estate & Investment Advisors first reported a position in Norwood Financial Corp in Q3 2024 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.