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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
Q2 		$883 Buy
24
+11
+85% +$367 ﹤0.01% 4744
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 $302B AUM 26.44% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's FNWD Position: Q2 2026 in Review

Allworth Financial increased its Finward Bancorp (FNWD) stake by 85% in Q2 2026, buying an estimated $367 and bringing the position to 24 shares worth $883. The position accounts for ﹤0.01% of the portfolio, ranked #4744.

Allworth Financial first reported a position in FNWD in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • Allworth Financial held 24 shares of Finward Bancorp worth $883 as of Q2 2026.
  • Allworth Financial bought 11 Finward Bancorp shares in Q2 2026, an estimated $367.
  • Finward Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4744 holding.
  • Allworth Financial first reported a position in Finward Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.