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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
Q2 		$1.84K Sell
50
-4
-7% -$134 ﹤0.01% 3755
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 $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
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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's FNWD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Finward Bancorp (FNWD) stake by 7.4% in Q2 2026, selling an estimated $134 and leaving 50 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3755.

EverSource Wealth Advisors first reported a position in FNWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.96K in Q1 2026. 72 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • EverSource Wealth Advisors held 50 shares of Finward Bancorp worth $1.84K as of Q2 2026.
  • EverSource Wealth Advisors sold 4 Finward Bancorp shares in Q2 2026, an estimated $134.
  • Finward Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3755 holding.
  • EverSource Wealth Advisors first reported a position in Finward Bancorp in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Finward Bancorp position peaked at $1.96K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.