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SIMA Wealth Partners’s Northwest Bancshares NWBI Stock Holding History

SIMA Wealth 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
Q2 		$15K Hold
987
– – 0.01% 105
2026
Q1 		$12.5K Hold
987
– – 0.01% 106
2025
Q4 		$11.8K Sell
987
-1,162
-54% -$14.1K 0.01% 110
2025
Q3 		$26.6K Buy
2,149
+1,162
+118% +$14.6K 0.02% 100
2025
Q2 		$12.6K Sell
987
-263
-21% -$3.19K 0.01% 115
2025
Q1 		$15K Buy
+1,250
New +$15.8K 0.01% 130

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIMA Wealth Partners's NWBI Position: Q2 2026 in Review

SIMA Wealth Partners held its Northwest Bancshares (NWBI) position steady in Q2 2026 at 987 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #105.

SIMA Wealth Partners first reported a position in NWBI in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.6K in Q3 2025. 313 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • SIMA Wealth Partners held 987 shares of Northwest Bancshares worth $15K as of Q2 2026.
  • SIMA Wealth Partners left its Northwest Bancshares share count unchanged in Q2 2026.
  • Northwest Bancshares made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • SIMA Wealth Partners first reported a position in Northwest Bancshares in Q1 2025 and has held it in 6 quarters since.
  • SIMA Wealth Partners's Northwest Bancshares position peaked at $26.6K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.