CAL
FNWD icon

Capital Advisors Ltd’s Finward Bancorp FNWD Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
19
– – ﹤0.01% 1226
2026
Q1 		$1K Hold
19
– – ﹤0.01% 1214
2025
Q4 		$1K Hold
19
– – ﹤0.01% 1193
2025
Q3 		$1K Hold
19
– – ﹤0.01% 1193
2025
Q2 		$1K Hold
19
– – ﹤0.01% 1189
2025
Q1 		$1K Hold
19
– – ﹤0.01% 1177
2024
Q4 		$1K Hold
19
– – ﹤0.01% 1201
2024
Q3 		$1K Hold
19
– – ﹤0.01% 1199
2024
Q2 		$0 Hold
19
– – ﹤0.01% 1475
2024
Q1 		$0 Buy
19
+1
+6% +$24 ﹤0.01% 1422
2023
Q4 		$0 Sell
18
-35
-66% -$747 ﹤0.01% 1355
2023
Q3 		$1K Sell
53
-19
-26% -$433 ﹤0.01% 1129
2023
Q2 		$2K Buy
+72
New +$1.84K ﹤0.01% 1012

Other funds holding FNWD

FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Capital Advisors Ltd's FNWD Position: Q2 2026 in Review

Capital Advisors Ltd held its Finward Bancorp (FNWD) position steady in Q2 2026 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Capital Advisors Ltd first reported a position in FNWD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2K in Q2 2023. 9 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • Capital Advisors Ltd held 19 shares of Finward Bancorp worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Finward Bancorp share count unchanged in Q2 2026.
  • Finward Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1226 holding.
  • Capital Advisors Ltd first reported a position in Finward Bancorp in Q2 2023 and has held it in 13 quarters since.
  • Capital Advisors Ltd's Finward Bancorp position peaked at $2K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.