Position in NWBI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,172,973
+$365,575 QoQ
Shares Held
143,336
+0.6% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 314 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NWBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $975,059,231 across 144 Banks - Regional names. NWBI ranks #58 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
3,129,603 | $189,028,019 | |
| 2 | TFC |
Truist Financial Corp
|
2,682,932 | $133,663,669 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
389,592 | $95,925,341 | |
| 4 | MTB |
M&T Bank Corp
|
363,534 | $86,524,724 | |
| 5 | RF |
Regions Financial Corp
|
1,230,847 | $37,171,577 | |
| 6 | FITB |
Fifth Third Bancorp
|
464,728 | $26,196,714 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
621,452 | $19,917,535 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
271,534 | $19,026,385 |
All Filings in NWBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,172,973 | 143,336 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,807,398 | 142,427 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,655,448 | 137,954 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,711,938 | 138,171 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,791,283 | 140,163 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,732,538 | 144,138 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,125,990 | 161,182 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,086,383 | 155,933 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,897,075 | 164,249 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,931,627 | 165,805 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,084,733 | 167,046 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,720,715 | 168,203 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,809,419 | 170,700 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,091,775 | 173,880 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,297,836 | 164,366 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,255,938 | 166,983 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,152,192 | 168,140 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,302,994 | 170,466 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,054,977 | 215,747 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,101,185 | 233,523 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,134,881 | 229,830 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,947,193 | 203,958 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,704,917 | 133,824 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,210,020 | 131,524 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,493,549 | 145,997 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,270,571 | 109,816 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||