UBS Group’s Norwood Financial Corp NWFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.05M Buy
239,670
+211,408
+748% +$6.21M ﹤0.01% 3710
2025
Q4
$793K Buy
28,262
+24,915
+744% +$679K ﹤0.01% 5772
2025
Q3
$85.1K Sell
3,347
-1,142
-25% -$29.1K ﹤0.01% 7232
2025
Q2
$116K Sell
4,489
-3,310
-42% -$82.9K ﹤0.01% 7112
2025
Q1
$189K Sell
7,799
-257
-3% -$6.59K ﹤0.01% 6596
2024
Q4
$219K Buy
8,056
+4,625
+135% +$135K ﹤0.01% 6395
2024
Q3
$94.6K Buy
3,431
+1,127
+49% +$30.2K ﹤0.01% 6414
2024
Q2
$58.5K Sell
2,304
-4,995
-68% -$124K ﹤0.01% 6572
2024
Q1
$199K Sell
7,299
-330
-4% -$9.17K ﹤0.01% 5857
2023
Q4
$251K Buy
7,629
+3,478
+84% +$97.9K ﹤0.01% 5626
2023
Q3
$107K Sell
4,151
-117
-3% -$3.35K ﹤0.01% 5791
2023
Q2
$126K Buy
4,268
+2,740
+179% +$75.1K ﹤0.01% 5829
2023
Q1
$45K Buy
1,528
+949
+164% +$31.3K ﹤0.01% 6538
2022
Q4
$19.4K Buy
579
+566
+4,354% +$17.1K ﹤0.01% 7679
2022
Q3
$0 Buy
+13
New +$333 ﹤0.01% 10738
2021
Q2
Sell
-1,424
Closed -$38K 9670
2021
Q1
$38K Buy
1,424
+143
+11% +$3.73K ﹤0.01% 6803
2020
Q4
$34K Buy
1,281
+1,083
+547% +$28.4K ﹤0.01% 6534
2020
Q3
$5K Sell
198
-2,724
-93% -$70.3K ﹤0.01% 7318
2020
Q2
$72K Sell
2,922
-862
-23% -$20.4K ﹤0.01% 5568
2020
Q1
$101K Sell
3,784
-4,346
-53% -$144K ﹤0.01% 5286
2019
Q4
$316K Buy
8,130
+3,727
+85% +$127K ﹤0.01% 5243
2019
Q3
$139K Buy
4,403
+3,395
+337% +$111K ﹤0.01% 5543
2019
Q2
$35K Buy
1,008
+728
+260% +$23.6K ﹤0.01% 6212
2019
Q1
$9K Sell
280
-1,796
-87% -$55K ﹤0.01% 6881
2018
Q4
$69K Sell
2,076
-200
-9% -$7.12K ﹤0.01% 5843
2018
Q3
$89K Buy
2,276
+682
+43% +$25.6K ﹤0.01% 5690
2018
Q2
$57K Buy
1,594
+526
+49% +$16.6K ﹤0.01% 5877
2018
Q1
$32K Sell
1,068
-390
-27% -$12K ﹤0.01% 6041
2017
Q4
$48K Sell
1,458
-2,943
-67% -$89.4K ﹤0.01% 5868
2017
Q3
$135K Buy
4,401
+876
+25% +$25.2K ﹤0.01% 5128
2017
Q2
$99K Sell
3,525
-279
-7% -$7.36K ﹤0.01% 5170
2017
Q1
$106K Sell
3,804
-1,160
-23% -$28.5K ﹤0.01% 5036
2016
Q4
$110K Sell
4,964
-1,855
-27% -$38.4K ﹤0.01% 5224
2016
Q3
$133K Sell
6,819
-278
-4% -$5.3K ﹤0.01% 4819
2016
Q2
$132K Buy
7,097
+884
+14% +$16.5K ﹤0.01% 4842
2016
Q1
$113K Sell
6,213
-3,156
-34% -$57.6K ﹤0.01% 4884
2015
Q4
$179K Sell
9,369
-344
-4% -$6.56K ﹤0.01% 4763
2015
Q3
$188K Sell
9,713
-991
-9% -$19.2K ﹤0.01% 4690
2015
Q2
$210K Buy
10,704
+1,033
+11% +$20.3K ﹤0.01% 4823
2015
Q1
$179K Buy
9,671
+1,935
+25% +$37.4K ﹤0.01% 4972
2014
Q4
$150K Buy
+7,736
New +$148K ﹤0.01% 5301

Other funds holding NWFL

UBS Group's NWFL Position: Q1 2026 in Review

UBS Group increased its Norwood Financial Corp (NWFL) stake by 748% in Q1 2026, buying an estimated $6.21M and bringing the position to 239,670 shares worth $7.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3710.

UBS Group first reported a position in NWFL in Q4 2014 and has held it in 41 quarters since. 107 funds tracked by Wall St. Rank hold NWFL as of Q1 2026.

  • UBS Group held 239,670 shares of Norwood Financial Corp worth $7.05M as of Q1 2026.
  • UBS Group bought 211,408 Norwood Financial Corp shares in Q1 2026, an estimated $6.21M.
  • Norwood Financial Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3710 holding.
  • UBS Group first reported a position in Norwood Financial Corp in Q4 2014 and has held it in 41 quarters since.
  • 107 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.