Integrated Wealth Concepts’s Finward Bancorp FNWD Stock Holding History

Integrated Wealth Concepts’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	$3.46K	Buy	+94	New	+$3.14K	﹤0.01%	5155

Other funds holding FNWD

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 Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's FNWD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Finward Bancorp (FNWD) in Q2 2026: 94 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #5155 among its holdings.

72 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

Integrated Wealth Concepts held 94 shares of Finward Bancorp worth $3.46K as of Q2 2026.
Finward Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Finward Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5155 holding.
72 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.