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Sound Income Strategies’s Northwest Bancshares NWBI Stock Holding History

Sound Income Strategies’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 		– Sell
-119
Closed -$1.53K – 1761
2026
Q1 		$1.53K Buy
119
+2
+2% +$25 ﹤0.01% 2214
2025
Q4 		$1.44K Buy
+117
New +$1.42K ﹤0.01% 2219

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound Income Strategies's NWBI Position: Q2 2026 in Review

Sound Income Strategies sold out of Northwest Bancshares (NWBI) in Q2 2026, closing a stake of 119 shares — an estimated $1.53K sold.

Sound Income Strategies first reported a position in NWBI in Q4 2025 and held it in 2 quarters. The position peaked at $1.53K in Q1 2026. 239 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Sound Income Strategies reported no remaining Northwest Bancshares position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 119 Northwest Bancshares shares in Q2 2026, an estimated $1.53K.
  • Sound Income Strategies first reported a position in Northwest Bancshares in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Northwest Bancshares position peaked at $1.53K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.