TWD
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
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

FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

True Wealth Design's FNWD Position: Q2 2026 in Review

True Wealth Design held its Finward Bancorp (FNWD) position steady in Q2 2026 at 14 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

True Wealth Design first reported a position in FNWD in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • True Wealth Design held 14 shares of Finward Bancorp worth $515 as of Q2 2026.
  • True Wealth Design left its Finward Bancorp share count unchanged in Q2 2026.
  • Finward Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2196 holding.
  • True Wealth Design first reported a position in Finward Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.