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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
Q2 		– Sell
-1
Closed -$36 – 1417
2026
Q1 		$36 Buy
+1
New +$37 ﹤0.01% 3409

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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

Root Financial Partners's FNWD Position: Q2 2026 in Review

Root Financial Partners sold out of Finward Bancorp (FNWD) in Q2 2026, closing a stake of 1 share — an estimated $36 sold.

Root Financial Partners first reported a position in FNWD in Q1 2026 and held it in 1 quarter. The position peaked at $36 in Q1 2026. 71 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • Root Financial Partners reported no remaining Finward Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 Finward Bancorp share in Q2 2026, an estimated $36.
  • Root Financial Partners first reported a position in Finward Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Finward Bancorp position peaked at $36 in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.