Van Hulzen Asset Management’s Northwest Bancshares NWBI Stock Holding History

Van Hulzen Asset Management’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 Q1	$161K	Hold	12,650	–	–	0.01%	353
2025 Q4	$152K	Sell	12,650 -9,500	-43%	-$116K	0.01%	332
2025 Q3	$274K	Sell	22,150 -600	-3%	-$7.54K	0.02%	281
2025 Q2	$291K	Buy	22,750 +2,000	+10%	+$24.3K	0.02%	259
2025 Q1	$249K	Buy	20,750 +500	+2%	+$6.33K	0.02%	270
2024 Q4	$267K	Sell	20,250 -600	-3%	-$8.32K	0.02%	275
2024 Q3	$279K	Sell	20,850 -3,850	-16%	-$50.5K	0.02%	267
2024 Q2	$285K	Sell	24,700 -4,000	-14%	-$44K	0.02%	258
2024 Q1	$334K	Hold	28,700	–	–	0.02%	258
2023 Q4	$358K	Sell	28,700 -2,000	-7%	-$22.3K	0.03%	249
2023 Q3	$314K	Buy	30,700 +1,200	+4%	+$13.4K	0.02%	243
2023 Q2	$313K	Buy	29,500 +100	+0.3%	+$1.11K	0.03%	234
2023 Q1	$354K	Sell	29,400 -1,900	-6%	-$25.8K	0.03%	211
2022 Q4	$438K	Hold	31,300	–	–	0.05%	188
2022 Q3	$423K	Sell	31,300 -600	-2%	-$8.35K	0.05%	181
2022 Q2	$408K	Sell	31,900 -1,300	-4%	-$16.6K	0.05%	186
2022 Q1	$449K	Buy	33,200 +2,600	+8%	+$36.7K	0.05%	179
2021 Q4	$433K	Buy	30,600 +700	+2%	+$9.74K	0.05%	193
2021 Q3	$397K	Buy	+29,900	New	+$393K	0.06%	180

Other funds holding NWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Van Hulzen Asset Management's NWBI Position: Q1 2026 in Review

Van Hulzen Asset Management held its Northwest Bancshares (NWBI) position steady in Q1 2026 at 12,650 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #353.

Van Hulzen Asset Management first reported a position in NWBI in Q3 2021 and has held it in 19 quarters since. The position peaked at $449K in Q1 2022. 308 funds tracked by Wall St. Rank hold NWBI as of Q1 2026.

Van Hulzen Asset Management held 12,650 shares of Northwest Bancshares worth $161K as of Q1 2026.
Van Hulzen Asset Management left its Northwest Bancshares share count unchanged in Q1 2026.
Northwest Bancshares made up 0.01% of Van Hulzen Asset Management's portfolio in Q1 2026, its #353 holding.
Van Hulzen Asset Management first reported a position in Northwest Bancshares in Q3 2021 and has held it in 19 quarters since.
Van Hulzen Asset Management's Northwest Bancshares position peaked at $449K in Q1 2022.
308 funds tracked by Wall St. Rank held Northwest Bancshares as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.