NWBI Northwest Bancshares, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$15.57
Price · Aug 19, 2026
Fundamentals as of Aug 5, 2026
52W Range
$11–$16
88% of range
Analyst Rating
HOLD
14 analysts
Price Target
$17
+6% upside
P/E (TTM)
16.9
ROE
7.1%
Net Profit Margin
19.2%

NWBI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$15.57
Market Cap
$2.28B
P/E (TTM)
16.9
EPS (TTM)
$0.92
Revenue (TTM)
—
Div Yield
4.8%
ROE
7.1%
Debt/Equity
—
52W Range
$11 – $16

NWBI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $0.92
10-point trend, +87.8%
2016-12-31 → 2025-12-31
Free Cash Flow $142M
10-point trend, +16.5%
2016-12-31 → 2025-12-31
Margins 19.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
NWBI
Peer Median
P/E (TTM)
5-point trend, +11.5%
16.9
13.4
P/S (TTM)
5-point trend, -20.2%
3.5
2.5
P/B
5-point trend, -18.1%
1.2
1.0
Price / FCF
5-point trend, +29.6%
16.1
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
NWBI
Peer Median
Net Profit Margin
5-point trend, -33.4%
19.2%
30.1%
ROA
5-point trend, -25.7%
0.81%
1.1%
ROE
5-point trend, -27.3%
7.1%
9.8%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
NWBI
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
NWBI
Peer Median
Revenue YoY
25.3%
—
Revenue CAGR 3Y
7.2%
—
Revenue CAGR 5Y
4.5%
—
EPS YoY
5-point trend, -24.0%
16.5%
—
Net Income YoY
5-point trend, -18.3%
25.7%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
NWBI
Peer Median
EPS (Diluted)
5-point trend, -24.0%
$0.92
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
NWBI
Peer Median
Payout Ratio
5-point trend, +34.2%
87.2%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
4.8%
Payout Ratio
87.2%
5Y Div CAGR
—
Ex-dateAmount
Aug. 6, 2026$0.2000
May 7, 2026$0.2000
Feb. 5, 2026$0.2000
Nov. 6, 2025$0.2000
Aug. 8, 2025$0.2000
May 8, 2025$0.2000
Feb. 3, 2025$0.2000
Nov. 8, 2024$0.2000
Aug. 2, 2024$0.2000
May 1, 2024$0.2000
Feb. 1, 2024$0.2000
Nov. 1, 2023$0.2000
Aug. 2, 2023$0.2000
May 3, 2023$0.2000
Feb. 1, 2023$0.2000
Nov. 2, 2022$0.2000
Aug. 3, 2022$0.2000
May 4, 2022$0.2000
Feb. 2, 2022$0.2000
Nov. 4, 2021$0.2000

NWBI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 14 analysts
  • Strong Buy 2 14.3%
  • Buy 4 28.6%
  • Hold 8 57.1%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

7 analysts · 2026-08-17
Median target $17.00 +9.2%
Mean target $16.57 +6.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.03%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.37 $0.34 0.03%
March 31, 2026 $0.35 $0.31 0.04%
Dec. 31, 2025 $0.33 $0.31 0.02%
Sept. 30, 2025 $0.29 $0.31 -0.02%
June 30, 2025 $0.30 $0.28 0.02%
March 31, 2025 $0.35 $0.25 0.10%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
NWBI $1.75B 13.0 25.3% 19.2% 7.1% —
BUSE — — — — — —
BANR — 11.1 8.5% 33.2% 10.2% —
EFSC — — — — — —
HTH $2.02B 12.9 7.8% 12.9% 7.6% —
FCF $1.73B 11.5 9.4% 29.1% 9.9% —
SRCE — 9.7 12.0% 36.5% 13.3% —
CHCO — 13.3 3.2% 175.7% 16.6% —
LOB — 15.4 18.3% 18.3% 9.4% —
TFC $62.13B 12.9 53.0% 26.1% 8.2% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for NWBI
Metric Trend 2025202420232022202120202019
SG&A Expense 7-point trend, -3.8% $14M $12M $13M $13M $14M $16M $14M
Interest Expense 5-point trend, +167.5% · · $152M $28M $27M $42M $57M
Interest Income 7-point trend, +79.6% $750M $669M $588M $449M $419M $434M $417M
Pretax Income 7-point trend, +15.4% $163M $130M $175M $174M $201M $93M $141M
Income Tax 7-point trend, +19.9% $37M $29M $40M $40M $47M $18M $31M
Net Income 7-point trend, +14.1% $126M $100M $135M $134M $154M $75M $110M
EPS (Basic) 7-point trend, -11.4% $0.93 $0.79 $1.06 $1.05 $1.22 $0.62 $1.05
EPS (Diluted) 7-point trend, -11.5% $0.92 $0.79 $1.06 $1.05 $1.21 $0.62 $1.04
Shares (Basic) 5-point trend, +20.8% · · 126,668,671 126,167,892 126,181,586 120,244,474 104,878,774
Shares (Diluted) 5-point trend, +20.0% · · 126,988,172 126,724,093 127,009,837 120,244,474 105,839,149
EBITDA 7-point trend, +2.6% $12M $11M $12M $12M $12M $12M $12M
Balance Sheet 15
Annual Balance Sheet data for NWBI
Metric Trend 2025202420232022202120202019
PP&E (Net) 7-point trend, -4.8% $140M $124M $139M $146M $157M $162M $147M
PP&E (Gross) 7-point trend, -8.0% $296M $311M $321M $326M $337M $335M $322M
Accum. Depreciation 7-point trend, -10.7% $156M $187M $183M $180M $180M $173M $174M
Goodwill 7-point trend, +28.4% $444M $381M $381M $381M $381M $382M $346M
Intangibles 7-point trend, +71.9% $40M $3M $5M $9M $13M $20M $23M
Total Assets 7-point trend, +59.8% $16.77B $14.41B $14.42B $14.11B $14.50B $13.81B $10.49B
Short-term Debt 6-point trend, -18.7% · $200M $399M $681M $139M $160M $246M
Total Liabilities 7-point trend, +62.7% $14.88B $12.81B $12.87B $12.62B $12.92B $12.27B $9.14B
Total Debt 6-point trend, -18.7% · $200M $399M $681M $139M $283M $246M
Common Stock 7-point trend, +36.7% $1M $1M $1M $1M $1M $1M $1M
Retained Earnings 7-point trend, +18.1% $689M $673M $675M $642M $610M $555M $583M
AOCI 7-point trend, -91.4% $-71M $-111M $-149M $-171M $-38M $-34M $-37M
Stockholders' Equity 7-point trend, +39.7% $1.89B $1.60B $1.55B $1.49B $1.58B $1.54B $1.35B
Liabilities + Equity 7-point trend, +59.8% $16.77B $14.41B $14.42B $14.11B $14.50B $13.81B $10.49B
Shares Outstanding 7-point trend, +36.7% 146,107,964 127,508,003 127,110,453 127,028,848 126,612,183 127,019,452 106,859,088
Cash Flow 18
Annual Cash Flow data for NWBI
Metric Trend 2025202420232022202120202019
D&A 7-point trend, +2.6% $12M $11M $12M $12M $12M $12M $12M
Stock-based Comp 7-point trend, -10.7% $6M $6M $5M $4M $5M $4M $7M
Deferred Tax 7-point trend, -331.4% $-6M $3M $-5M $-6M $12M $-8M $3M
Amort. of Intangibles 7-point trend, -21.0% $5M $2M $3M $4M $6M $7M $7M
Other Non-cash 5-point trend, -28.5% $16M $8M $-53M $32M $22M · ·
Operating Cash Flow 7-point trend, +20.4% $153M $128M $93M $175M $205M $140M $127M
CapEx 7-point trend, +6.7% $12M $2M $9M $4M $18M $12M $11M
Investing Cash Flow 7-point trend, +57.6% $-127M $175M $-240M $-917M $-233M $-561M $-301M
Debt Issued 4-point trend, +0.00 · · · $0 $0 $123M $0
Net Debt Issued 6-point trend, +57.7% $-35M $0 $0 $-10M $-22M $-84M ·
Stock Repurchased 5-point trend, +0.00 · · $0 $0 $24M $9M $0
Net Stock Activity 4-point trend, +100.0% · · $0 $0 $-24M $-9M ·
Dividends Paid 7-point trend, +44.3% $110M $102M $102M $101M $100M $93M $76M
Financing Cash Flow 7-point trend, -148.9% $-81M $-137M $130M $-398M $570M $1.10B $165M
Net Change in Cash 7-point trend, -589.0% $-55M $166M $-17M $-1.14B $543M $675M $-8M
Taxes Paid $41M · · · · · ·
Free Cash Flow 7-point trend, +21.6% $142M $125M $84M $171M $188M $128M $117M
Levered FCF 5-point trend, -145.9% · · $-33M $149M $167M $94M $72M
Profitability 5
Annual Profitability data for NWBI
Metric Trend 2025202420232022202120202019
Net Margin 5-point trend, -33.4% 19.2% 19.2% 24.6% 25.1% 28.9% · ·
Pretax Margin 7-point trend, -18.9% 24.9% 24.8% 31.9% 32.7% 37.6% 17.7% 30.7%
EBITDA Margin 7-point trend, -28.0% 1.8% 2.1% 2.1% 2.2% 2.3% 2.3% 2.5%
ROA 5-point trend, -25.7% 0.81% 0.70% 0.95% 0.93% 1.1% · ·
ROE 5-point trend, -27.3% 7.1% 6.3% 8.8% 9.1% 9.8% · ·
Liquidity & Solvency 1
Annual Liquidity & Solvency data for NWBI
Metric Trend 2025202420232022202120202019
Debt / Equity 6-point trend, -31.0% · 0.1 0.3 0.5 0.1 0.2 0.2
Efficiency 1
Annual Efficiency data for NWBI
Metric Trend 2025202420232022202120202019
Asset Turnover 7-point trend, -8.3% 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 5
Annual Per Share data for NWBI
Metric Trend 2025202420232022202120202019
Book Value / Share 7-point trend, +2.2% $12.94 $12.52 $12.20 $11.74 $12.51 $12.11 $12.66
Revenue / Share 5-point trend, -0.4% · · $4.33 $4.19 $4.21 $4.36 $4.34
Cash Flow / Share 5-point trend, -39.3% · · $0.73 $1.38 $1.62 $1.17 $1.20
Dividend Paid / Share 7-point trend, +11.1% $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 7-point trend, -11.5% $0.92 $0.79 $1.06 $1.05 $1.21 $0.62 $1.04
Growth Rates 10
Annual Growth Rates data for NWBI
Metric Trend 2025202420232022202120202019
Revenue YoY 5-point trend, +1202.6% 25.3% -4.9% 3.4% -0.49% 1.9% · ·
Revenue CAGR 3Y 3-point trend, +349.4% 7.2% -0.73% 1.6% · · · ·
Revenue CAGR 5Y 4.5% · · · · · ·
EPS YoY 5-point trend, -82.7% 16.5% -25.5% 0.95% -13.2% 95.2% · ·
EPS CAGR 3Y 3-point trend, -122.0% -4.3% -13.2% 19.6% · · · ·
EPS CAGR 5Y 8.2% · · · · · ·
Net Income YoY 5-point trend, -75.8% 25.7% -25.7% 0.97% -13.4% 106.2% · ·
Net Income CAGR 3Y 3-point trend, -109.0% -1.9% -13.4% 21.7% · · · ·
Net Income CAGR 5Y 11.0% · · · · · ·
Dividend CAGR 5Y 3.4% · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for NWBI
Metric Trend 2025202420232022202120202019
Revenue TTM 7-point trend, +42.4% $655M $523M $550M $532M $534M $524M $460M
Net Income TTM 7-point trend, +14.1% $126M $100M $135M $134M $154M $75M $110M
Market Cap 7-point trend, -1.3% $1.75B $1.68B $1.59B $1.78B $1.79B $1.62B $1.78B
P/E 7-point trend, -18.4% 13.0 16.7 11.8 13.3 11.7 20.5 16.0
P/S 7-point trend, -30.7% 2.7 3.2 2.9 3.3 3.4 3.1 3.9
P/B 7-point trend, -29.4% 0.9 1.1 1.0 1.2 1.1 1.1 1.3
P / Tangible Book 6-point trend, -12.5% 1.2 1.4 1.4 1.6 1.5 1.4 ·
P / Cash Flow 7-point trend, -18.0% 11.4 13.2 17.1 10.1 8.7 11.5 13.9
P / FCF 7-point trend, -18.9% 12.4 13.4 18.8 10.4 9.5 12.6 15.2
Dividend Yield 7-point trend, +46.2% 6.3% 6.1% 6.4% 5.7% 5.6% 5.8% 4.3%
Earnings Yield 7-point trend, +22.7% 7.7% 6.0% 8.5% 7.5% 8.6% 4.9% 6.2%
Payout Ratio 5-point trend, +34.2% 87.2% 101.6% 75.3% 75.9% 65.0% · ·
Annual Payout 7-point trend, +44.3% $110M $102M $102M $101M $100M $93M $76M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $126M$100M$135M$134M$154M
Diluted EPS $0.92$0.79$1.06$1.05$1.21
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity —0.10.30.50.1
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $142M$125M$84M$171M$188M

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Institutional owners (13F) 333 filers · $1000.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
42 (-11 vs prior Q) 24 (-6 vs prior Q) 112 (-2 vs prior Q) 74 (-3 vs prior Q) +486K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
STATE STREET CORP $164,615,906 10,858,569 16.46% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $137,738,757 9,085,670 13.77% Shares
DIMENSIONAL FUND ADVISORS LP $132,867,138 8,764,324 13.29% Shares
VANGUARD CAPITAL MANAGEMENT LLC $101,713,958 6,709,364 10.17% Shares
GEODE CAPITAL MANAGEMENT, LLC $51,944,645 3,425,626 5.19% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $29,068,133 1,917,423 2.91% Shares
FMR LLC $23,854,314 1,573,504 2.39% Shares
AMERICAN CENTURY COMPANIES INC $17,931,233 1,182,799 1.79% Shares
Bank of New York Mellon Corp $17,581,386 1,159,722 1.76% Shares
VANGUARD FIDUCIARY TRUST CO $14,715,009 970,647 1.47% Shares
TWO SIGMA INVESTMENTS, LP $14,537,727 958,953 1.45% Shares
GLENMEDE TRUST CO NA $11,996,562 791,330 1.20% Shares
VANGUARD GROUP INC $11,192,556 932,713 1.12% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $10,968,760 723,533 1.10% Shares
PRINCIPAL FINANCIAL GROUP INC $10,673,398 704,050 1.07% Shares
CITADEL ADVISORS LLC $10,398,365 685,908 1.04% Shares
Edgestream Partners, L.P. $9,353,417 616,980 0.94% Shares
MILLENNIUM MANAGEMENT LLC $8,451,033 557,456 0.85% Shares
LPL Financial LLC $8,118,640 535,530 0.81% Shares
GOLDMAN SACHS GROUP INC $8,013,561 528,599 0.80% Shares
D. E. Shaw & Co., Inc. $7,823,818 516,083 0.78% Shares
Public Sector Pension Investment Board $7,620,780 502,690 0.76% Shares
Dana Investment Advisors, Inc. $7,620,083 502,644 0.76% Shares
MORGAN STANLEY $6,990,102 461,088 0.70% Shares
VICTORY CAPITAL MANAGEMENT INC $6,760,178 445,922 0.68% Shares
JOHNSON INVESTMENT COUNSEL INC $6,360,969 419,589 0.64% Shares
BANK OF AMERICA CORP /DE/ $5,615,643 370,425 0.56% Shares
RHUMBLINE ADVISERS $5,504,747 363,111 0.55% Shares
Swiss National Bank $4,223,576 278,600 0.42% Shares
Rhino Investment Partners, Inc $4,128,371 272,320 0.41% Shares
AMERIPRISE FINANCIAL INC $3,711,168 244,800 0.37% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $3,562,069 234,965 0.36% Shares
Legal & General Group Plc $3,401,434 224,369 0.34% Shares
RENAISSANCE TECHNOLOGIES LLC $3,371,099 222,368 0.34% Shares
FRANKLIN RESOURCES INC $3,227,731 212,911 0.32% Shares
Verition Fund Management LLC $3,184,388 210,052 0.32% Shares
Sequoia Financial Advisors, LLC $2,786,538 183,809 0.28% Shares
Intrepid Financial Planning Group LLC $2,773,037 182,918 0.28% Shares
Hudock, Inc. $2,601,052 171,573 0.26% Shares
Brandywine Global Investment Management, LLC $2,518,980 209,915 0.25% Shares
Connor, Clark & Lunn Investment Management Ltd. $2,464,258 162,550 0.25% Shares
Nuveen, LLC $2,385,108 157,329 0.24% Shares
Quantinno Capital Management LP $2,348,054 154,884 0.23% Shares
PRUDENTIAL FINANCIAL INC $2,298,089 151,589 0.23% Shares
Cetera Investment Advisers $2,294,767 151,370 0.23% Shares
BlackRock, Inc. $2,284,688 150,705 0.23% Shares
STIFEL FINANCIAL CORP $2,172,961 143,336 0.22% Shares
BNP PARIBAS FINANCIAL MARKETS $2,129,404 140,462 0.21% Shares
ALLIANCEBERNSTEIN L.P. $1,895,708 149,386 0.19% Shares
VANGUARD ASSET MANAGEMENT, Ltd $1,804,859 119,054 0.18% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,728,403 136,202 0.17% Shares
Trexquant Investment LP $1,635,476 107,881 0.16% Shares
Odyssean, LLC $1,591,542 104,983 0.16% Shares
KINTRA WEALTH, LLC $1,562,825 98,976 0.16% Shares
Mariner, LLC $1,492,442 98,449 0.15% Shares
Vanguard Global Advisers, LLC $1,416,262 93,421 0.14% Shares
Rafferty Asset Management, LLC $1,415,853 93,394 0.14% Shares
BAYVIEW ASSET MANAGEMENT, LLC $1,402,300 92,500 0.14% Shares
PNC Financial Services Group, Inc. $1,387,671 91,535 0.14% Shares
ST GERMAIN D J CO INC $1,371,086 90,441 0.14% Shares
LAWOOD & CO $1,347,027 88,854 0.13% Shares
Schonfeld Strategic Advisors LLC $1,336,338 88,149 0.13% Shares
MetLife Investment Management, LLC $1,314,342 86,698 0.13% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,312,816 86,597 0.13% Shares
IEQ CAPITAL, LLC $1,273,516 84,005 0.13% Shares
&PARTNERS $1,260,427 83,142 0.13% Shares
Atom Investors LP $1,253,353 82,675 0.13% Shares
BARCLAYS PLC $1,226,655 80,914 0.12% Shares
NewEdge Advisors, LLC $1,222,457 80,637 0.12% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $1,198,550 79,060 0.12% Shares
Engineers Gate Manager LP $1,194,942 78,822 0.12% Shares
XTX Topco Ltd $1,166,592 76,952 0.12% Shares
Illinois Municipal Retirement Fund $1,150,705 75,904 0.12% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,115,776 73,600 0.11% Call option
WEDGE CAPITAL MANAGEMENT L L P/NC $1,097,457 86,482 0.11% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $1,059,669 69,899 0.11% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1,039,385 68,561 0.10% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1,021,708 67,395 0.10% Shares
FIFTH THIRD BANCORP $1,015,793 67,005 0.10% Shares
Louisiana State Employees Retirement System $971,756 64,100 0.10% Shares
Jentner Corp $958,500 75,000 0.10% Shares
FOX RUN MANAGEMENT, L.L.C. $954,095 62,935 0.10% Shares
Invesco Ltd. $899,503 59,334 0.09% Shares
CITADEL ADVISORS LLC $868,668 57,300 0.09% Call option
State of Tennessee, Department of Treasury $854,327 56,354 0.09% Shares
MIRABELLA FINANCIAL SERVICES LLP $851,871 56,192 0.09% Shares
JANUS HENDERSON GROUP PLC $793,425 62,499 0.08% Shares
NEW YORK STATE COMMON RETIREMENT FUND $792,155 52,253 0.08% Shares
BERKSHIRE ASSET MANAGEMENT LLC/PA $778,436 51,348 0.08% Shares
AlphaQuest LLC $764,784 63,732 0.08% Shares
HSBC HOLDINGS PLC $732,247 48,397 0.07% Shares
CANADA PENSION PLAN INVESTMENT BOARD $729,196 48,100 0.07% Shares
NORDEA INVESTMENT MANAGEMENT AB $724,682 47,897 0.07% Shares
CWA Asset Management Group, LLC $711,339 46,922 0.07% Shares
Jain Global LLC $675,727 44,573 0.07% Shares
Police & Firemen's Retirement System of New Jersey $665,736 43,914 0.07% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $658,509 43,784 0.07% Shares
Parrish Capital LLC $657,735 51,831 0.07% Shares
TWO SIGMA ADVISERS, LP $649,704 54,142 0.06% Shares
CHOREO, LLC $625,426 41,255 0.06% Shares

Company insiders 35 insiders · 15 officers · 18 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Louis J Torchio President & CEO July 31, 2026 A 328,792 0 0 $0
William W Harvey Sr. EVP & CFO May 22, 2019 A 163,149 0 0 $0
James M Colestro Chief Retail Lending Officer July 30, 2026 M 37,011 0 1 $-209,331
Joseph D Canfield Jr Chief Accounting Officer July 29, 2026 F 16,540 0 0 $0
Jacques Marc Desmarteau Chief Comm. Banking Officer June 22, 2026 F 57,242 0 0 $0
Urich T Bowers Chief Cons. Banking /Strat Off June 18, 2026 F 43,611 0 0 $0
Steven Chad Ballard Chief Information Officer June 5, 2026 A 47,217 0 0 $0
Steven G Fisher Sr. EVP, Chief Revenue Officer May 22, 2019 A 169,238 0 0 $0
William J Wagner Executive Chairman Aug. 23, 2018 G 90,874 0 0 $0
Shawn O Walker EVP Chief Marketing Officer June 14, 2018 M 33,632 0 0 $0
Jonathan P Scalise EVP- Business Development June 14, 2018 M 24,252 0 0 $0
David E Westerburg EVP-Chief Operations Officer June 14, 2018 M 40,321 0 0 $0
Gregory C Larocca Exec. V.P., Investment & Trust May 21, 2014 A 230,531 0 0 $0
Timothy A Huber Exec. V.P., Chief Lending Off. May 21, 2014 A 311,784 0 0 $0
Gerald J Ritzert SVP, Controller Jan. 19, 2011 A — 0 0 $0
Amber Lee Williams Director June 5, 2026 A 13,997 0 0 $0
David M Tullio Director June 5, 2026 A 34,104 0 0 $0
Charles E. Kranich Director June 5, 2026 A 100,386 0 0 $0
Mark A Paup Director June 5, 2026 A 66,840 0 0 $0
Timothy M Hunter Director June 5, 2026 A 203,804 0 0 $0
Deborah J Chadsey Esq. Director June 5, 2026 A 46,904 0 0 $0
John P Meegan Director June 5, 2026 A 84,654 0 0 $0
Robert M Campana Director June 5, 2026 A 71,480 2 0 $36,610
Wilbur R Davis Director June 5, 2026 A 86,684 0 0 $0
Richard E Mcdowell Director Dec. 7, 2015 G 121,707 0 0 $0
Paul A King Director May 20, 2015 A 66,848 0 0 $0
Joseph F Long Director Dec. 11, 2013 S 69,779 0 0 $0
Richard L Carr Director May 15, 2013 A 103,832 0 0 $0
John M Bauer Director May 15, 2013 A 40,398 0 0 $0
Robert G Ferrier Director Sept. 7, 2011 A 39,853 0 0 $0
Thomas K Creal III Director April 20, 2011 A 12,000 0 0 $0
Douglas M Schosser — May 1, 2026 P 81,058 1 0 $20,880
Philip M Tredway — May 22, 2019 A 18,960 0 0 $0
Andrew Young — May 22, 2019 A 61,688 0 0 $0
Michael G Smelko — March 5, 2019 I 15,920 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 73 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
ESSC · Strategy Shares 0.66% 12,249 NS April 30, 2026 N-PORT
WBIY · Absolute Shares Trust 0.51% 19,890 NS June 30, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.48% 10,470 NS April 30, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.29% 102,680 NS April 30, 2026 N-PORT
ROSC · Lattice Strategies Trust 0.17% 6,796 NS April 30, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 63,729 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.15% 805,225 NS April 30, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.15% 291,037 NS May 31, 2026 N-PORT
FYT · First Trust Exchange-Traded AlphaDE… 0.13% 16,789 NS April 30, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.12% 109,121 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.10% 995,515 NS April 30, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.10% 50,780 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.09% 1,747 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.09% 26,181 NS April 30, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.07% 431,402 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.06% 62,930 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.05% 6,835 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.05% 507,633 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.04% 702,257 NS May 31, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.04% 28,810 NS May 31, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.04% 692,908 NS May 31, 2026 N-PORT
JSTC · Tidal Trust I 0.04% 8,349 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.03% 5,345 NS May 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.03% 2,612 NS April 30, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.02% 39,150 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.02% 5,408 NS May 31, 2026 N-PORT
TILT · FlexShares Trust 0.02% 22,792 NS April 30, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.01% 357,416 NS April 30, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.01% 115,998 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 5,689 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.01% 136 NS May 31, 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.01% 59,455 NS May 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.01% 16,040 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.01% 10,126 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.01% 54,514 NS May 31, 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.01% 4,634 NS May 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 35,958 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 50,504 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 84,992 NS May 31, 2026 N-PORT
EBI · RBB Fund Trust 0.00% 1,084 NS May 31, 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.00% 612 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VB · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VBR · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND — — July 30, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… — — July 15, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS — — July 15, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS — — July 15, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS — — July 15, 2026 Daily