True Wealth Design
FNWD icon

True Wealth Design’s Finward Bancorp FNWD Stock Holding History

True Wealth Design’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
Q3 		$292 Sell
7
-7
-50% -$294 ﹤0.01% 2274
2026
Q2 		$515 Hold
14
– – ﹤0.01% 2196
2026
Q1 		$509 Hold
14
– – ﹤0.01% 2042
2025
Q4 		$493 Sell
14
-1
-7% -$35 ﹤0.01% 1950
2025
Q3 		$482 Buy
+15
New +$446 ﹤0.01% 2016

Other funds holding FNWD

Finward Bancorp
Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's FNWD Position: Q3 2026 in Review

True Wealth Design reduced its Finward Bancorp (FNWD) stake by 50% in Q3 2026, selling an estimated $294 and leaving 7 shares worth $292. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

True Wealth Design first reported a position in FNWD in Q3 2025 and has held it in 5 quarters since. The position peaked at $515 in Q2 2026. 9 funds tracked by Wall St. Rank hold FNWD as of Q3 2026.

  • True Wealth Design held 7 shares of Finward Bancorp worth $292 as of Q3 2026.
  • True Wealth Design sold 7 Finward Bancorp shares in Q3 2026, an estimated $294.
  • Finward Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2274 holding.
  • True Wealth Design first reported a position in Finward Bancorp in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Finward Bancorp position peaked at $515 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Finward Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.