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True Wealth Design’s Northwest Bancshares NWBI Stock Holding History

True Wealth Design’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 		$9.64K Buy
636
+46
+8% +$641 ﹤0.01% 1072
2026
Q1 		$7.49K Sell
590
-21
-3% -$264 ﹤0.01% 1075
2025
Q4 		$7.33K Sell
611
-295
-33% -$3.59K ﹤0.01% 955
2025
Q3 		$11.2K Hold
906
– – ﹤0.01% 795
2025
Q2 		$11.6K Buy
906
+580
+178% +$7.04K ﹤0.01% 522
2025
Q1 		$3.92K Buy
+326
New +$4.13K ﹤0.01% 761

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's NWBI Position: Q2 2026 in Review

True Wealth Design increased its Northwest Bancshares (NWBI) stake by 7.8% in Q2 2026, buying an estimated $641 and bringing the position to 636 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

True Wealth Design first reported a position in NWBI in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.6K in Q2 2025. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • True Wealth Design held 636 shares of Northwest Bancshares worth $9.64K as of Q2 2026.
  • True Wealth Design bought 46 Northwest Bancshares shares in Q2 2026, an estimated $641.
  • Northwest Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1072 holding.
  • True Wealth Design first reported a position in Northwest Bancshares in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Northwest Bancshares position peaked at $11.6K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.