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Sunbelt Securities’s Norwood Financial Corp NWFL Stock Holding History

Sunbelt Securities’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29 Hold
1
– – ﹤0.01% 2838
2025
Q4 		$28 Hold
1
– – ﹤0.01% 2704
2025
Q3 		$25 Buy
+1
New +$26 ﹤0.01% 2643

Other funds holding NWFL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
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

Sunbelt Securities's NWFL Position: Q1 2026 in Review

Sunbelt Securities held its Norwood Financial Corp (NWFL) position steady in Q1 2026 at 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Sunbelt Securities first reported a position in NWFL in Q3 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • Sunbelt Securities held 1 share of Norwood Financial Corp worth $29 as of Q1 2026.
  • Sunbelt Securities left its Norwood Financial Corp share count unchanged in Q1 2026.
  • Norwood Financial Corp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2838 holding.
  • Sunbelt Securities first reported a position in Norwood Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.