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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

NWBI holding history

Northwest Bancshares, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NWBI overviewAll 13F holders of NWBIFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2022
Holdings of NWBI by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−11,533−100.0%Sold outHolders
Q2 202511,533$147.4K<0.1%−2,249−16.3%ReducedHolders
Q1 202513,782$165.7K<0.1%−2,236−14.0%ReducedHolders
Q4 202416,018$211.3K<0.1%+1,020+6.8%AddedHolders
Q3 202414,998$200.7K<0.1%+14,998NewHolders
Q1 20240$00.0%−38,690−100.0%Sold outHolders
Q4 202338,690$501.8K<0.1%+38,690NewHolders
Q1 20230$00.0%−46,127−100.0%Sold outHolders
Q4 202246,127$644.9K<0.1%−2,589−5.3%ReducedHolders
Q3 202248,716$658.0K<0.1%+48,716NewHolders