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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
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 $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

Caldwell Trust's FNWD Position: Q1 2026 in Review

Caldwell Trust held its Finward Bancorp (FNWD) position steady in Q1 2026 at 40,430 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #138.

Caldwell Trust first reported a position in FNWD in Q2 2023 and has held it in 12 quarters since. 77 funds tracked by Wall St. Rank hold FNWD as of Q1 2026.

  • Caldwell Trust held 40,430 shares of Finward Bancorp worth $1.47M as of Q1 2026.
  • Caldwell Trust left its Finward Bancorp share count unchanged in Q1 2026.
  • Finward Bancorp made up 0.13% of Caldwell Trust's portfolio in Q1 2026, its #138 holding.
  • Caldwell Trust first reported a position in Finward Bancorp in Q2 2023 and has held it in 12 quarters since.
  • 77 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.