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Allworth Financial’s Finward Bancorp FNWD Stock Holding History

Allworth Financial’s Portfolio FNWD Stock Details FNWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$472 Buy
13
+4
+44% +$147 ﹤0.01% 4742
2025
Q4 		$317 Buy
9
+4
+80% +$141 ﹤0.01% 4627
2025
Q3 		$161 Buy
+5
New +$149 ﹤0.01% 4626

Other funds holding FNWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's FNWD Position: Q1 2026 in Review

Allworth Financial increased its Finward Bancorp (FNWD) stake by 44% in Q1 2026, buying an estimated $147 and bringing the position to 13 shares worth $472. The position accounts for ﹤0.01% of the portfolio, ranked #4742.

Allworth Financial first reported a position in FNWD in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold FNWD as of Q1 2026.

  • Allworth Financial held 13 shares of Finward Bancorp worth $472 as of Q1 2026.
  • Allworth Financial bought 4 Finward Bancorp shares in Q1 2026, an estimated $147.
  • Finward Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4742 holding.
  • Allworth Financial first reported a position in Finward Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.