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Zullo Investment Group’s Northwest Bancshares NWBI Stock Holding History

Zullo Investment Group’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 		$244K Hold
16,118
– – 0.08% 139
2026
Q1 		$205K Hold
16,118
– – 0.08% 152
2025
Q4 		$193K Sell
16,118
-100
-0.6% -$1.22K 0.07% 151
2025
Q3 		$201K Buy
+16,218
New +$204K 0.07% 148

Other funds holding NWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zullo Investment Group's NWBI Position: Q2 2026 in Review

Zullo Investment Group held its Northwest Bancshares (NWBI) position steady in Q2 2026 at 16,118 shares worth $244K. The position accounts for 0.08% of the portfolio, ranked #139.

Zullo Investment Group first reported a position in NWBI in Q3 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold NWBI as of Q2 2026.

  • Zullo Investment Group held 16,118 shares of Northwest Bancshares worth $244K as of Q2 2026.
  • Zullo Investment Group left its Northwest Bancshares share count unchanged in Q2 2026.
  • Northwest Bancshares made up 0.08% of Zullo Investment Group's portfolio in Q2 2026, its #139 holding.
  • Zullo Investment Group first reported a position in Northwest Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held Northwest Bancshares as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.