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Northwest Bancshares shares owned by SIMA Wealth Partners

Quarter-by-quarter ownership of Northwest Bancshares (NWBI) shares owned by SIMA Wealth Partners from 13F filings

Historical chart of SIMA Wealth Partners investment in Northwest Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Northwest Bancshares held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Northwest Bancshares by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 987 12.69
2025-12-31 $12k 987 12.00
2025-09-30 $27k 2.1k 12.39

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding Northwest Bancshares

BlackRock
Vanguard Group
Dimensional Fund Advisors
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Charles Schwab Investment Management
First Trust Advisors
Geode Capital Management
Victory Capital Management
Northern Trust
Bank of New York Mellon
FMR
Morgan Stanley
Invesco

View all funds holding Northwest Bancshares