UBS AM’s Finward Bancorp FNWD Stock Holding History

UBS AM’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	$8.35K	Hold	227	–	–	﹤0.01%	3313
2026 Q1	$8.24K	Buy	227 +127	+127%	+$4.66K	﹤0.01%	3352
2025 Q4	$3.52K	Buy	+100	New	+$3.52K	﹤0.01%	3046

Other funds holding FNWD

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 Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM's FNWD Position: Q2 2026 in Review

UBS AM held its Finward Bancorp (FNWD) position steady in Q2 2026 at 227 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

UBS AM first reported a position in FNWD in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

UBS AM held 227 shares of Finward Bancorp worth $8.35K as of Q2 2026.
UBS AM left its Finward Bancorp share count unchanged in Q2 2026.
Finward Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3313 holding.
UBS AM first reported a position in Finward Bancorp in Q4 2025 and has held it in 3 quarters since.
72 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.