Carson Wealth (CWM LLC)
FNWD icon

Carson Wealth (CWM LLC)’s Finward Bancorp FNWD Stock Holding History

Carson Wealth (CWM LLC)’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 		$32.6K Hold
897
– – ﹤0.01% 4103
2025
Q4 		$32K Buy
897
+295
+49% +$10.4K ﹤0.01% 3910
2025
Q3 		$19K Buy
+602
New +$17.9K ﹤0.01% 4151
2023
Q2 		– Sell
-339
Closed -$10K – 4261
2023
Q1 		$10K Hold
339
– – ﹤0.01% 2944
2022
Q4 		$12K Hold
339
– – ﹤0.01% 2692
2022
Q3 		$12K Hold
339
– – ﹤0.01% 2560
2022
Q2 		$13K Buy
+339
New +$13.6K ﹤0.01% 2415

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FNWD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Finward Bancorp (FNWD) position steady in Q1 2026 at 897 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4103.

Carson Wealth (CWM LLC) first reported a position in FNWD in Q2 2022 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold FNWD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 897 shares of Finward Bancorp worth $32.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Finward Bancorp share count unchanged in Q1 2026.
  • Finward Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4103 holding.
  • Carson Wealth (CWM LLC) first reported a position in Finward Bancorp in Q2 2022 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.