Steward Partners Investment Advisory’s Northwest Bancshares NWBI Stock Holding History

Steward Partners Investment Advisory’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	$16.6K	Buy	1,094 +33	+3%	+$460	﹤0.01%	3490
2026 Q1	$13.5K	Buy	1,061 +1	+0.1%	+$13	﹤0.01%	3424
2025 Q4	$12.7K	Buy	1,060 +1,001	+1,697%	+$12.2K	﹤0.01%	3337
2025 Q3	$731	Sell	59 -191	-76%	-$2.4K	﹤0.01%	4088
2025 Q2	$3.19K	Hold	250	–	–	﹤0.01%	3611
2025 Q1	$3K	Hold	250	–	–	﹤0.01%	3545
2024 Q4	$3.3K	Buy	+250	New	+$3.47K	﹤0.01%	3491
2019 Q3	–	Sell	-230	Closed	-$4K	–	2717
2019 Q2	$4K	Buy	+230	New	+$3.95K	﹤0.01%	2288
2018 Q4	–	Sell	-230	Closed	-$4K	–	1683
2018 Q3	$4K	Hold	230	–	–	﹤0.01%	2206
2018 Q2	$4K	Hold	230	–	–	﹤0.01%	2070
2018 Q1	$3K	Hold	230	–	–	﹤0.01%	1926
2017 Q4	$3K	Hold	230	–	–	﹤0.01%	1637
2017 Q3	$3K	Hold	230	–	–	﹤0.01%	1417
2017 Q2	$3K	Hold	230	–	–	﹤0.01%	1348
2017 Q1	$3K	Hold	230	–	–	﹤0.01%	1246
2016 Q4	$4K	Buy	+230	New	+$3.93K	﹤0.01%	691

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

Steward Partners Investment Advisory's NWBI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Northwest Bancshares (NWBI) stake by 3.1% in Q2 2026, buying an estimated $460 and bringing the position to 1,094 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Steward Partners Investment Advisory first reported a position in NWBI in Q4 2016 and has held it in 16 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Steward Partners Investment Advisory held 1,094 shares of Northwest Bancshares worth $16.6K as of Q2 2026.
Steward Partners Investment Advisory bought 33 Northwest Bancshares shares in Q2 2026, an estimated $460.
Northwest Bancshares made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3490 holding.
Steward Partners Investment Advisory first reported a position in Northwest Bancshares in Q4 2016 and has held it in 16 quarters since.
314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.