Morgan Stanley
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Morgan Stanley’s Finward Bancorp FNWD Stock Holding History

Morgan Stanley’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 		$347K Sell
9,440
-2,742
-23% -$91.6K ﹤0.01% 5712
2026
Q1 		$442K Sell
12,182
-1,406
-10% -$51.6K ﹤0.01% 5542
2025
Q4 		$478K Buy
13,588
+778
+6% +$27.4K ﹤0.01% 5540
2025
Q3 		$411K Buy
12,810
+3,279
+34% +$97.4K ﹤0.01% 5591
2025
Q2 		$263K Buy
9,531
+8,664
+999% +$256K ﹤0.01% 5740
2025
Q1 		$25.2K Buy
867
+428
+97% +$11.8K ﹤0.01% 6482
2024
Q4 		$12.4K Hold
439
– – ﹤0.01% 6730
2024
Q3 		$14.1K Buy
439
+219
+100% +$6.09K ﹤0.01% 6615
2024
Q2 		$5.41K Sell
220
-220
-50% -$5.4K ﹤0.01% 6830
2024
Q1 		$10.8K Sell
440
-700
-61% -$16.8K ﹤0.01% 6675
2023
Q4 		$28.8K Buy
1,140
+1
+0.1% +$21 ﹤0.01% 6344
2023
Q3 		$25.2K Sell
1,139
-101
-8% -$2.3K ﹤0.01% 6417
2023
Q2 		$26.8K Sell
1,240
-563
-31% -$14.4K ﹤0.01% 6459
2023
Q1 		$52.5K Sell
1,803
-210
-10% -$7.35K ﹤0.01% 6272
2022
Q4 		$72.9K Buy
2,013
+1,473
+273% +$48.9K ﹤0.01% 6122
2022
Q3 		$18K Hold
540
– – ﹤0.01% 6832
2022
Q2 		$20K Sell
540
-1
-0.2% -$40 ﹤0.01% 6987
2022
Q1 		$25K Sell
541
-3,973
-88% -$187K ﹤0.01% 7042
2021
Q4 		$209K Buy
+4,514
New +$216K ﹤0.01% 6039

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

Morgan Stanley's FNWD Position: Q2 2026 in Review

Morgan Stanley reduced its Finward Bancorp (FNWD) stake by 23% in Q2 2026, selling an estimated $91.6K and leaving 9,440 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #5712.

Morgan Stanley first reported a position in FNWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $478K in Q4 2025. 71 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • Morgan Stanley held 9,440 shares of Finward Bancorp worth $347K as of Q2 2026.
  • Morgan Stanley sold 2,742 Finward Bancorp shares in Q2 2026, an estimated $91.6K.
  • Finward Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5712 holding.
  • Morgan Stanley first reported a position in Finward Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Finward Bancorp position peaked at $478K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.