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EverSource Wealth Advisors’s Finward Bancorp FNWD Stock Holding History

EverSource Wealth Advisors’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 		$1.96K Hold
54
– – ﹤0.01% 3646
2025
Q4 		$1.9K Buy
54
+19
+54% +$669 ﹤0.01% 3519
2025
Q3 		$1.12K Buy
+35
New +$1.04K ﹤0.01% 3733

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

EverSource Wealth Advisors's FNWD Position: Q1 2026 in Review

EverSource Wealth Advisors held its Finward Bancorp (FNWD) position steady in Q1 2026 at 54 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

EverSource Wealth Advisors first reported a position in FNWD in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold FNWD as of Q1 2026.

  • EverSource Wealth Advisors held 54 shares of Finward Bancorp worth $1.96K as of Q1 2026.
  • EverSource Wealth Advisors left its Finward Bancorp share count unchanged in Q1 2026.
  • Finward Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3646 holding.
  • EverSource Wealth Advisors first reported a position in Finward Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.