WPA
NWFL icon

Wealth Preservation Advisors’s Norwood Financial Corp NWFL Stock Holding History

Wealth Preservation Advisors’s Portfolio NWFL Stock Details NWFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$59 – 653
2026
Q1 		$59 Buy
+2
New +$59 ﹤0.01% 970

Other funds holding NWFL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Preservation Advisors's NWFL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Norwood Financial Corp (NWFL) in Q2 2026, closing a stake of 2 shares — an estimated $59 sold.

Wealth Preservation Advisors first reported a position in NWFL in Q1 2026 and held it in 1 quarter. The position peaked at $59 in Q1 2026. 111 funds tracked by Wall St. Rank hold NWFL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Norwood Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2 Norwood Financial Corp shares in Q2 2026, an estimated $59.
  • Wealth Preservation Advisors first reported a position in Norwood Financial Corp in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Norwood Financial Corp position peaked at $59 in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Norwood Financial Corp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.