Position in NWBI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$59,321
-$22,263 QoQ
Shares Held
3,913
-39.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ascentis Independent Advisors holds $250,962 across 6 Banks - Regional names. NWBI ranks #3 (23.6% of the industry book) .
All Filings in NWBI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,321 | 3,913 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $81,584 | 6,429 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||