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Norwood Financial Corp (NWFL)

CUSIP: 669549107 | NYSE | Financial Services · Banks - Regional | Small Cap | 219 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP187,156
0.0% of portfolio›$6.2M
Cornerstone Wealth Group, LLC158,893
0.3% of portfolio›$5.2M
Stonebridge Financial Group, LLC57,349
0.1% of portfolio›$1.9M
KFG LLC41,146
0.9% of portfolio›$1.4M
Bank of New York Mellon Corp40,725
0.0% of portfolio›$1.3M
Eagle Wealth Strategies LLC23,528
0.3% of portfolio›$777.4K
NBT Bank, N.A.16,831
0.0% of portfolio›$556.1K
John G Ullman & Associates Inc14,600
0.1% of portfolio›$482.4K
Alliance Wealth Advisors, LLC14,364
0.1% of portfolio›$474.6K
Old Republic International Corp11,400
0.0% of portfolio›$377
Creative Planning7,464
0.0% of portfolio›$246.6K
Wealth Enhancement Advisory Services, LLC6,891
0.0% of portfolio›$233.4K
Signature Estate & Investment Advisors LLC6,741
0.0% of portfolio›$222.7K
Cambridge Investment Research Advisors, Inc.6,301
0.0% of portfolio›$208
Peoples Financial Services Corp.3,555
0.1% of portfolio›$117.5K
Bangor Savings Bank2,265
0.0% of portfolio›$74.8K
Citigroup Inc1,652
0.0% of portfolio›$54.6K
State of Alaska, Department of Revenue621
0.0% of portfolio›$20
Compass Financial Management LLC541
0.0% of portfolio›$17.9K
Triumph Capital Management500
0.0% of portfolio›$16.5K
Jacobi Capital Management LLC216
0.0% of portfolio›$7.1K
Sterling Capital Management LLC203
0.0% of portfolio›$6.7K
Harbor Capital Advisors, Inc.101
0.0% of portfolio›$3
Gamma Investing LLC99
0.0% of portfolio›$3.3K
Essential Partners LLC48
0.0% of portfolio›$1.6K
SJS Investment Consulting Inc.46
0.0% of portfolio›$1.5K
EverSource Wealth Advisors, LLC45
0.0% of portfolio›$1.5K
US Bancorp \de\44
0.0% of portfolio›$1.5K
IFP Advisors, Inc36
0.0% of portfolio›$1.2K
Pacific Center for Financial Services31
0.0% of portfolio›$1.0K
Covestor Ltd26
0.0% of portfolio›$1
SBI Securities Co., Ltd.21
0.0% of portfolio›$694
Farther Finance Advisors, LLC19
0.0% of portfolio›$628
True Wealth Design, LLC19
0.0% of portfolio›$628
Root Financial Partners, LLC14
0.0% of portfolio›$463
Nisa Investment Advisors, LLC2
0.0% of portfolio›$66
Fortitude Family Office, LLC1
0.0% of portfolio›$33
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
187,156$6.2M0.0%IndexLowAustin, TX2026-11-04
Cornerstone Wealth Group, LLC
158,893$5.2M0.3%CoreMediumHuntersville, NC2026-11-02
Stonebridge Financial Group, LLC
57,349$1.9M0.1%ETFMediumWormleysburg, PA2026-10-01
KFG LLC
41,146$1.4M0.9%ETFN/ARapid City, SD2026-11-02
Bank of New York Mellon Corp
40,725$1.3M0.0%CoreLowNew York, NY2026-11-05
Eagle Wealth Strategies LLC
23,528$777.4K0.3%ETFVery LowMullica Hill, NJ2026-10-20
NBT Bank, N.A.
16,831$556.1K0.0%CoreLowNorwich, NY2026-10-21
John G Ullman & Associates Inc
14,600$482.4K0.1%CoreLowCorning, NY2026-11-04
Alliance Wealth Advisors, LLC
14,364$474.6K0.1%CoreVery LowScranton, PA2026-10-14
Old Republic International Corp
11,400$3770.0%YieldVery LowChicago, IL2026-10-26
Creative Planning
7,464$246.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
6,891$233.4K0.0%CoreLowPlymouth, MN2026-10-13
Signature Estate & Investment Advisors LLC
6,741$222.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
6,301$2080.0%ETFLowFairfield, IA2026-11-02
Peoples Financial Services Corp.
3,555$117.5K0.1%CoreVery LowMoosic, PA2026-10-20
Bangor Savings Bank
2,265$74.8K0.0%ETFLowBangor, ME2026-10-06
Citigroup Inc
1,652$54.6K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
621$200.0%CoreVery LowJuneau, AK2026-10-15
Compass Financial Management LLC
541$17.9K0.0%CoreN/ATampa, FL2026-10-30
Triumph Capital Management
500$16.5K0.0%ETFMediumDenver, CO2026-10-14
Jacobi Capital Management LLC
216$7.1K0.0%CoreLowPittston, PA2026-11-05
Sterling Capital Management LLC
203$6.7K0.0%GARPMediumCharlotte, NC2026-10-22
Harbor Capital Advisors, Inc.
101$30.0%ValueHighChicago, IL2026-10-22
Gamma Investing LLC
99$3.3K0.0%IndexVery LowFoster City, CA2026-10-08
Essential Partners LLC
48$1.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
46$1.5K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
45$1.5K0.0%CoreMediumBirmingham, AL2026-11-04
US Bancorp \de\
44$1.5K0.0%IndexLowMinneapolis, MN2026-11-05
IFP Advisors, Inc
36$1.2K0.0%GrowthLowTampa, FL2026-10-16
Pacific Center for Financial Services
31$1.0K0.0%ETFMediumDanville, CA2026-10-15
Covestor Ltd
26$10.0%ValueHighLondon, United Kingdom2026-10-30
SBI Securities Co., Ltd.
21$6940.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farther Finance Advisors, LLC
19$6280.0%IndexLowSan Francisco, CA2026-10-08
True Wealth Design, LLC
19$6280.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
14$4630.0%ETFMediumEncinitas, CA2026-10-21
Nisa Investment Advisors, LLC
2$660.0%IndexVery LowSt. Louis, MO2026-10-20
Fortitude Family Office, LLC
1$330.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
1$330.0%ETFLowFort Lauderdale, FL2026-10-30