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Root Financial Partners’s Finward Bancorp FNWD Stock Holding History

Root Financial Partners’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
Q1 		$36 Buy
+1
New +$37 ﹤0.01% 3409

Other funds holding FNWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's FNWD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Finward Bancorp (FNWD) in Q1 2026: 1 share worth $36. The stake represents ﹤0.01% of the portfolio and ranks #3409 among its holdings.

77 funds tracked by Wall St. Rank hold FNWD as of Q1 2026.

  • Root Financial Partners held 1 share of Finward Bancorp worth $36 as of Q1 2026.
  • Finward Bancorp was a new Root Financial Partners position in Q1 2026.
  • Finward Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3409 holding.
  • 77 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.