Wealth Enhancement Advisory Services’s Northwest Bancshares NWBI Stock Holding History

Wealth Enhancement Advisory Services’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	$659K	Buy	43,784 +11,278	+35%	+$157K	﹤0.01%	2429
2026 Q1	$420K	Sell	32,506 -1,830	-5%	-$23K	﹤0.01%	2471
2025 Q4	$419K	Sell	34,336 -2	-0%	-$24	﹤0.01%	2624
2025 Q3	$428K	Buy	34,338 +1,545	+5%	+$19.4K	﹤0.01%	2487
2025 Q2	$442K	Sell	32,793 -1,337	-4%	-$16.2K	﹤0.01%	2315
2025 Q1	$410K	Buy	34,130 +10,149	+42%	+$128K	﹤0.01%	2183
2024 Q4	$316K	Buy	23,981 +631	+3%	+$8.75K	﹤0.01%	2339
2024 Q3	$312K	Sell	23,350 -2,270	-9%	-$29.8K	﹤0.01%	2147
2024 Q2	$296K	Buy	25,620 +4,083	+19%	+$44.9K	﹤0.01%	1987
2024 Q1	$251K	Buy	21,537 +224	+1%	+$2.65K	﹤0.01%	2036
2023 Q4	$266K	Sell	21,313 -3,282	-13%	-$36.6K	﹤0.01%	1897
2023 Q3	$252K	Buy	+24,595	New	+$274K	﹤0.01%	1848

Other funds holding NWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's NWBI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Northwest Bancshares (NWBI) stake by 35% in Q2 2026, buying an estimated $157K and bringing the position to 43,784 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Wealth Enhancement Advisory Services first reported a position in NWBI in Q3 2023 and has held it in 12 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

Wealth Enhancement Advisory Services held 43,784 shares of Northwest Bancshares worth $659K as of Q2 2026.
Wealth Enhancement Advisory Services bought 11,278 Northwest Bancshares shares in Q2 2026, an estimated $157K.
Northwest Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2429 holding.
Wealth Enhancement Advisory Services first reported a position in Northwest Bancshares in Q3 2023 and has held it in 12 quarters since.
314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.