James T. Borello RIA
NWBI icon

James T. Borello RIA’s Northwest Bancshares NWBI Stock Holding History

James T. Borello RIA’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
-9
Closed -$112 – 1176
2025
Q3 		$112 Buy
+9
New +$113 ﹤0.01% 956

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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

James T. Borello RIA's NWBI Position: Q4 2025 in Review

James T. Borello RIA sold out of Northwest Bancshares (NWBI) in Q4 2025, closing a stake of 9 shares — an estimated $112 sold.

James T. Borello RIA first reported a position in NWBI in Q3 2025 and held it in 1 quarter. The position peaked at $112 in Q3 2025. 300 funds tracked by Wall St. Rank hold NWBI as of Q4 2025.

  • James T. Borello RIA reported no remaining Northwest Bancshares position as of Q4 2025 after selling out during the quarter.
  • James T. Borello RIA sold 9 Northwest Bancshares shares in Q4 2025, an estimated $112.
  • James T. Borello RIA first reported a position in Northwest Bancshares in Q3 2025 and held it in 1 quarter.
  • James T. Borello RIA's Northwest Bancshares position peaked at $112 in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Northwest Bancshares as of Q4 2025.

Based on James T. Borello RIA's 13F filing for Q4 2025, filed 16 Oct 2026.