Spire Wealth Management’s Northwest Bancshares NWBI Stock Holding History

Spire Wealth Management’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	$1.18K	Hold	78	–	–	﹤0.01%	2108
2026 Q1	$990	Sell	78 -66	-46%	-$830	﹤0.01%	2151
2025 Q4	$1.73K	Hold	144	–	–	﹤0.01%	2123
2025 Q3	$1.78K	Sell	144 -6	-4%	-$75	﹤0.01%	2183
2025 Q2	$1.92K	Buy	150 +20	+15%	+$243	﹤0.01%	2180
2025 Q1	$1.56K	Sell	130 -526	-80%	-$6.66K	﹤0.01%	2319
2024 Q4	$8.65K	Hold	656	–	–	﹤0.01%	1878
2024 Q3	$8.78K	Buy	656 +14	+2%	+$184	﹤0.01%	1672
2024 Q2	$7.42K	Buy	642 +12	+2%	+$132	﹤0.01%	1724
2024 Q1	$7.34K	Hold	630	–	–	﹤0.01%	1810
2023 Q4	$7.64K	Buy	630 +67	+12%	+$747	﹤0.01%	1829
2023 Q3	$5.76K	Sell	563 -615	-52%	-$6.86K	﹤0.01%	1906
2023 Q2	$12.5K	Sell	1,178 -1,881	-61%	-$20.9K	﹤0.01%	1738
2023 Q1	$36.8K	Buy	3,059 +1,419	+87%	+$19.2K	﹤0.01%	1336
2022 Q4	$23K	Buy	+1,640	New	+$23.6K	﹤0.01%	1317

Other funds holding NWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's NWBI Position: Q2 2026 in Review

Spire Wealth Management held its Northwest Bancshares (NWBI) position steady in Q2 2026 at 78 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Spire Wealth Management first reported a position in NWBI in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.8K in Q1 2023. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Spire Wealth Management held 78 shares of Northwest Bancshares worth $1.18K as of Q2 2026.
Spire Wealth Management left its Northwest Bancshares share count unchanged in Q2 2026.
Northwest Bancshares made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2108 holding.
Spire Wealth Management first reported a position in Northwest Bancshares in Q4 2022 and has held it in 15 quarters since.
Spire Wealth Management's Northwest Bancshares position peaked at $36.8K in Q1 2023.
314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.