Global Financial Private Client’s Finward Bancorp FNWD Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-179	Closed	-$5.21K	–	722
2025 Q1	$5.21K	Hold	179	–	–	﹤0.01%	676
2024 Q4	$5.03K	Hold	179	–	–	﹤0.01%	636
2024 Q3	$5.72K	Hold	179	–	–	﹤0.01%	626
2024 Q2	$4.39K	Sell	179 -860	-83%	-$21.1K	﹤0.01%	514
2024 Q1	$25.7K	Buy	+1,039	New	+$24.9K	0.01%	369
2023 Q4	–	Sell	-1,707	Closed	-$35.7K	–	695
2023 Q3	$35.7K	Hold	1,707	–	–	0.02%	317
2023 Q2	$39.6K	Hold	1,707	–	–	0.02%	309
2023 Q1	$50.6K	Hold	1,707	–	–	0.03%	283
2022 Q4	$61.8K	Hold	1,707	–	–	0.03%	253
2022 Q3	$58.9K	Hold	1,707	–	–	0.03%	257
2022 Q2	$63.9K	Hold	1,707	–	–	0.04%	238
2022 Q1	$79K	Hold	1,707	–	–	0.04%	224
2021 Q4	$78.9K	Buy	+1,707	New	+$81.7K	0.04%	231

Other funds holding FNWD

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Financial Private Client's FNWD Position: Q2 2025 in Review

Global Financial Private Client sold out of Finward Bancorp (FNWD) in Q2 2025, closing a stake of 179 shares — an estimated $5.21K sold.

Global Financial Private Client first reported a position in FNWD in Q4 2021 and held it in 13 quarters. The position peaked at $79K in Q1 2022. 48 funds tracked by Wall St. Rank hold FNWD as of Q2 2025.

Global Financial Private Client reported no remaining Finward Bancorp position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 179 Finward Bancorp shares in Q2 2025, an estimated $5.21K.
Global Financial Private Client first reported a position in Finward Bancorp in Q4 2021 and held it in 13 quarters.
Global Financial Private Client's Finward Bancorp position peaked at $79K in Q1 2022.
48 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.