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Caldwell Trust’s Finward Bancorp FNWD Stock Holding History

Caldwell Trust’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 		$1.49M Hold
40,430
– – 0.12% 140
2026
Q1 		$1.47M Hold
40,430
– – 0.13% 138
2025
Q4 		$1.42M Hold
40,430
– – 0.13% 139
2025
Q3 		$1.3M Hold
40,430
– – 0.12% 144
2025
Q2 		$1.12M Hold
40,430
– – 0.11% 157
2025
Q1 		$1.18M Hold
40,430
– – 0.13% 145
2024
Q4 		$1.14M Hold
40,430
– – 0.12% 146
2024
Q3 		$1.29M Hold
40,430
– – 0.14% 134
2024
Q2 		$991K Hold
40,430
– – 0.11% 150
2024
Q1 		$995K Buy
40,430
+1,038
+3% +$24.9K 0.12% 150
2023
Q4 		$994K Hold
39,392
– – 0.13% 140
2023
Q3 		$872K Hold
39,392
– – 0.12% 145
2023
Q2 		$867K Buy
+39,392
New +$1M 0.11% 157

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

Caldwell Trust's FNWD Position: Q2 2026 in Review

Caldwell Trust held its Finward Bancorp (FNWD) position steady in Q2 2026 at 40,430 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #140.

Caldwell Trust first reported a position in FNWD in Q2 2023 and has held it in 13 quarters since. 72 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • Caldwell Trust held 40,430 shares of Finward Bancorp worth $1.49M as of Q2 2026.
  • Caldwell Trust left its Finward Bancorp share count unchanged in Q2 2026.
  • Finward Bancorp made up 0.12% of Caldwell Trust's portfolio in Q2 2026, its #140 holding.
  • Caldwell Trust first reported a position in Finward Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 72 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.