Essential Partners
FNWD icon

Essential Partners’s Finward Bancorp FNWD Stock Holding History

Essential Partners’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
Q3 		$1.08K Sell
26
-21
-45% -$883 ﹤0.01% 2160
2026
Q2 		$1.73K Sell
47
-213
-82% -$7.11K ﹤0.01% 2038
2026
Q1 		$9.44K Hold
260
– – ﹤0.01% 1286
2025
Q4 		$9.15K Buy
260
+10
+4% +$352 ﹤0.01% 1195
2025
Q3 		$8.02K Buy
+250
New +$7.43K ﹤0.01% 1253

Other funds holding FNWD

Finward Bancorp
Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's FNWD Position: Q3 2026 in Review

Essential Partners reduced its Finward Bancorp (FNWD) stake by 45% in Q3 2026, selling an estimated $883 and leaving 26 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Essential Partners first reported a position in FNWD in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.44K in Q1 2026. 9 funds tracked by Wall St. Rank hold FNWD as of Q3 2026.

  • Essential Partners held 26 shares of Finward Bancorp worth $1.08K as of Q3 2026.
  • Essential Partners sold 21 Finward Bancorp shares in Q3 2026, an estimated $883.
  • Finward Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2160 holding.
  • Essential Partners first reported a position in Finward Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Finward Bancorp position peaked at $9.44K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Finward Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.