IFP Advisors’s Finward Bancorp FNWD Stock Holding History

IFP 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	$1.76K	Buy	48 +11	+30%	+$367	﹤0.01%	4288
2026 Q1	$1.34K	Hold	37	–	–	﹤0.01%	4100
2025 Q4	$1.3K	Buy	37 +28	+311%	+$986	﹤0.01%	3984
2025 Q3	$289	Buy	+9	New	+$267	﹤0.01%	4311

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

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

CAL

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

IFP Advisors's FNWD Position: Q2 2026 in Review

IFP Advisors increased its Finward Bancorp (FNWD) stake by 30% in Q2 2026, buying an estimated $367 and bringing the position to 48 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4288.

IFP Advisors first reported a position in FNWD in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

IFP Advisors held 48 shares of Finward Bancorp worth $1.76K as of Q2 2026.
IFP Advisors bought 11 Finward Bancorp shares in Q2 2026, an estimated $367.
Finward Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4288 holding.
IFP Advisors first reported a position in Finward Bancorp in Q3 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.