COMMONWEALTH EQUITY SERVICES, LLC NWFL — NORWOOD FINL CORP

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported NORWOOD FINL CORP (NWFL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows NWFL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NWFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in NORWOOD FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NWFL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NWFL stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held NWFL — position size vs. price
% of Fund (quarterly)    NWFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 48,907 +24,429 +99.8% 0.00% $1.4M 2026-04-27 $29.21
2025 Q4 REDUCED — — — 24,478 -951 -3.7% 0.00% $687K 2026-02-12 $31.19
2025 Q3 ADDED — — — 25,429 +54 +0.2% 0.00% $646K 2025-10-22 $25.84
2025 Q2 ADDED — — — 25,375 +126 +0.5% 0.00% $654K 2025-08-06 $23.29
2025 Q1 ADDED — — — 25,249 +196 +0.8% 0.00% $610K 2025-05-09 $24.46
2024 Q4 REDUCED 7.0% -10.1% ✅ 25,053 -1,884 -7.0% 0.00% $682K 2025-02-10 $24.62
2024 Q3 ADDED — — — 26,937 +60 +0.2% 0.00% $743K 2024-10-18 $26.67
2024 Q2 ADDED — — — 26,877 +69 +0.3% 0.00% $682K 2024-07-31 $27.15
2024 Q1 ADDED — — — 26,808 +59 +0.2% 0.00% $729K 2024-04-29 $22.08
2023 Q4 INITIATED — — — 26,749 — — 0.00% $880K 2024-02-06 $24.88

🏢 Other funds also holding NWFL

As of 2026 Q1 — sorted by position size

Cornerstone Wealth Group, LLC 3Y 0.32% EAGLE WEALTH STRATEGIES LLC 0.3% Stonebridge Financial Group, LLC 0.14% PEOPLES FINANCIAL SERVICES CORP. 3Y 7Y 0.06% Bangor Savings Bank 3Y 7Y 0.01% NBT BANK N A /NY 3Y 7Y 0.0% Stone House Investment Management, LLC 3Y 7Y 0.0% HARBOR CAPITAL ADVISORS, INC. 3Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and NWFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning NWFL?

COMMONWEALTH EQUITY SERVICES, LLC reported NWFL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NWFL position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for NWFL was 0.00% in 2026 Q1.

What is the latest reported NWFL position on this page?

The most recent filing on this page is 2026 Q1, when COMMONWEALTH EQUITY SERVICES, LLC reported 48,907 shares, equal to 0.00% of portfolio, with an estimated market value of $1.4M.

What does the chart on this NWFL ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly NWFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their NWFL position?

Based on 13F filing dates vs. subsequent NWFL price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on NWFL relative to SPY over the holding period was -10.0%.

← Back to COMMONWEALTH EQUITY SERVICES, LLC Holdings