Northwest Bancshares, Inc.
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$502.4M
Holdings
168
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FNDX
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 11.66M shares)
22.0%
02
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 725.8k shares)
3.1%
03
$VCIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 312.4k shares)
3.0%
04
$IVV
ISHARES TR
Q4 2025: Exited (was 46.3k shares)
3.0%
05
$AAPL
APPLE INC
Q4 2025: Exited (was 120.1k shares)
2.7%
06
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 65.1k shares)
2.2%
07
$LRCX
LAM RESEARCH CORP
Q4 2025: Exited (was 65.8k shares)
2.0%
08
$XOM
EXXON MOBIL CORP
Q4 2025: Exited (was 130.4k shares)
1.9%
09
$WMT
WALMART INC
Q4 2025: Exited (was 83.8k shares)
1.7%
10
$AMAT
APPLIED MATLS INC
Q1 2026: Sold 57.3% (2.29M → 977.8k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.