Position in NWBI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$301,532
+$21,299 QoQ
Shares Held
19,890
-9.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#168
of 314 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NWBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $3,042,543 across 5 Banks - Regional names. NWBI ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
29,466 | $944,385 | |
| 2 | FIBK |
First Interstate Bancsystem Inc
|
19,679 | $758,822 | |
| 3 | TFC |
Truist Financial Corp
|
14,141 | $704,504 | |
| 4 | PFS |
Provident Financial Services Inc
|
14,099 | $333,300 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
This page
|
19,890 | $301,532 |
All Filings in NWBI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,532 | 19,890 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $280,233 | 22,083 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $220,188 | 18,349 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $151,604 | 12,236 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $165,040 | 12,914 | Shares | Defined | 2025-08-11 | |
| 2023-12-31 | $404,339 | 32,399 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $316,956 | 30,983 | Shares | Defined | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||