IFP Advisors
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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
Q3 		$1.04K Sell
25
-23
-48% -$967 ﹤0.01% 4477
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
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
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

IFP Advisors's FNWD Position: Q3 2026 in Review

IFP Advisors reduced its Finward Bancorp (FNWD) stake by 48% in Q3 2026, selling an estimated $967 and leaving 25 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #4477.

IFP Advisors first reported a position in FNWD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.76K in Q2 2026. 9 funds tracked by Wall St. Rank hold FNWD as of Q3 2026.

  • IFP Advisors held 25 shares of Finward Bancorp worth $1.04K as of Q3 2026.
  • IFP Advisors sold 23 Finward Bancorp shares in Q3 2026, an estimated $967.
  • Finward Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4477 holding.
  • IFP Advisors first reported a position in Finward Bancorp in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Finward Bancorp position peaked at $1.76K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Finward Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.