Commonwealth Equity Services’s Finward Bancorp FNWD Stock Holding History

Commonwealth Equity Services’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	$294K	Buy	8,001 +21	+0.3%	+$701	﹤0.01%	3770
2026 Q1	$290K	Buy	7,980 +21	+0.3%	+$770	﹤0.01%	3671
2025 Q4	$280K	Buy	7,959 +20	+0.3%	+$704	﹤0.01%	3703
2025 Q3	$255K	Buy	7,939 +24	+0.3%	+$713	﹤0.01%	3772
2025 Q2	$219K	Buy	7,915 +24	+0.3%	+$709	﹤0.01%	3849
2025 Q1	$230K	Buy	7,891 +27	+0.3%	+$743	﹤0.01%	3721
2024 Q4	$221K	Buy	+7,864	New	+$243K	﹤0.01%	3677

Other funds holding FNWD

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Commonwealth Equity Services's FNWD Position: Q2 2026 in Review

Commonwealth Equity Services increased its Finward Bancorp (FNWD) stake by 0.26% in Q2 2026, buying an estimated $701 and bringing the position to 8,001 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #3770.

Commonwealth Equity Services first reported a position in FNWD in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

Commonwealth Equity Services held 8,001 shares of Finward Bancorp worth $294K as of Q2 2026.
Commonwealth Equity Services bought 21 Finward Bancorp shares in Q2 2026, an estimated $701.
Finward Bancorp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3770 holding.
Commonwealth Equity Services first reported a position in Finward Bancorp in Q4 2024 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.