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Rothschild Investment LLC’s Finward Bancorp FNWD Stock Holding History

Rothschild Investment LLC’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 		$184 Buy
5
+3
+150% +$100 ﹤0.01% 3448
2026
Q1 		$73 Buy
+2
New +$73 ﹤0.01% 3433

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

Rothschild Investment LLC's FNWD Position: Q2 2026 in Review

Rothschild Investment LLC increased its Finward Bancorp (FNWD) stake by 150% in Q2 2026, buying an estimated $100 and bringing the position to 5 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #3448.

Rothschild Investment LLC first reported a position in FNWD in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • Rothschild Investment LLC held 5 shares of Finward Bancorp worth $184 as of Q2 2026.
  • Rothschild Investment LLC bought 3 Finward Bancorp shares in Q2 2026, an estimated $100.
  • Finward Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3448 holding.
  • Rothschild Investment LLC first reported a position in Finward Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.