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Stephens Consulting’s Northwest Bancshares NWBI Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-30
Closed -$361 – 1723
2025
Q1 		$361 Buy
+30
New +$380 ﹤0.01% 1266

Other funds holding NWBI

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's NWBI Position: Q2 2025 in Review

Stephens Consulting sold out of Northwest Bancshares (NWBI) in Q2 2025, closing a stake of 30 shares — an estimated $361 sold.

Stephens Consulting first reported a position in NWBI in Q1 2025 and held it in 1 quarter. The position peaked at $361 in Q1 2025. 276 funds tracked by Wall St. Rank hold NWBI as of Q2 2025.

  • Stephens Consulting reported no remaining Northwest Bancshares position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Northwest Bancshares shares in Q2 2025, an estimated $361.
  • Stephens Consulting first reported a position in Northwest Bancshares in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Northwest Bancshares position peaked at $361 in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.