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Wealthspire Advisors (New York)’s Northwest Bancshares NWBI Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-16
Closed -$198 – 2267
2025
Q3 		$198 Buy
+16
New +$201 ﹤0.01% 2940

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s NWBI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Northwest Bancshares (NWBI) in Q4 2025, closing a stake of 16 shares — an estimated $198 sold.

Wealthspire Advisors (New York) first reported a position in NWBI in Q3 2025 and held it in 1 quarter. The position peaked at $198 in Q3 2025. 300 funds tracked by Wall St. Rank hold NWBI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Northwest Bancshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 16 Northwest Bancshares shares in Q4 2025, an estimated $198.
  • Wealthspire Advisors (New York) first reported a position in Northwest Bancshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Northwest Bancshares position peaked at $198 in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.