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Twin Peaks Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-1,145
Closed -$14.5K – 1542
2026
Q1 		$14.5K Buy
+1,145
New +$14.4K ﹤0.01% 861
2025
Q3 		– Sell
-438
Closed -$5.26K – 1459
2025
Q2 		$5.26K Buy
+438
New +$5.32K ﹤0.01% 1290

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

Twin Peaks Wealth Advisors's NWBI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Northwest Bancshares (NWBI) in Q2 2026, closing a stake of 1,145 shares — an estimated $14.5K sold.

Twin Peaks Wealth Advisors first reported a position in NWBI in Q2 2025 and held it in 2 quarters. The position peaked at $14.5K in Q1 2026. 315 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Northwest Bancshares position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,145 Northwest Bancshares shares in Q2 2026, an estimated $14.5K.
  • Twin Peaks Wealth Advisors first reported a position in Northwest Bancshares in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Northwest Bancshares position peaked at $14.5K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.