Position in NWBI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,786,544
+$569,221 QoQ
Shares Held
183,809
+5.2% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#49
of 315 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. NWBI ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp \De\
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
|
107,529 | $3,121,566 |
All Filings in NWBI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,786,544 | 183,809 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,217,323 | 174,730 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,100,708 | 175,059 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,059,639 | 166,234 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,981,334 | 155,034 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,860,407 | 154,776 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,911,639 | 144,931 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,936,942 | 144,764 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,667,381 | 144,362 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,562,358 | 134,108 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,673,805 | 134,119 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,374,768 | 134,386 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,423,198 | 134,264 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,530,805 | 127,249 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,752,420 | 125,352 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,624,753 | 120,263 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,536,153 | 120,012 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,544,800 | 114,345 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,560,842 | 110,229 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $1,221,721 | 89,569 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,146,419 | 79,337 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $881,620 | 69,201 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $545,422 | 59,285 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $603,662 | 59,009 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $506,997 | 43,820 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||