UBS Group
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UBS Group’s Finward Bancorp FNWD Stock Holding History

UBS Group’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
Q1 		$343K Sell
9,438
-14,269
-60% -$523K ﹤0.01% 6336
2025
Q4 		$834K Buy
23,707
+12,307
+108% +$433K ﹤0.01% 5725
2025
Q3 		$366K Buy
11,400
+4,395
+63% +$131K ﹤0.01% 6308
2025
Q2 		$193K Buy
7,005
+209
+3% +$6.17K ﹤0.01% 6748
2025
Q1 		$198K Buy
6,796
+170
+3% +$4.68K ﹤0.01% 6570
2024
Q4 		$186K Buy
6,626
+1,474
+29% +$45.6K ﹤0.01% 6491
2024
Q3 		$165K Sell
5,152
-61
-1% -$1.7K ﹤0.01% 6019
2024
Q2 		$128K Buy
5,213
+1,004
+24% +$24.6K ﹤0.01% 5994
2024
Q1 		$104K Buy
4,209
+95
+2% +$2.28K ﹤0.01% 6204
2023
Q4 		$104K Sell
4,114
-760
-16% -$16.2K ﹤0.01% 6140
2023
Q3 		$108K Buy
4,874
+510
+12% +$11.6K ﹤0.01% 5785
2023
Q2 		$94.3K Sell
4,364
-119
-3% -$3.04K ﹤0.01% 6053
2023
Q1 		$130K Sell
4,483
-579
-11% -$20.3K ﹤0.01% 5710
2022
Q4 		$183K Sell
5,062
-24
-0.5% -$796 ﹤0.01% 5534
2022
Q3 		$173K Buy
5,086
+426
+9% +$15.7K ﹤0.01% 5216
2022
Q2 		$174K Sell
4,660
-989
-18% -$39.7K ﹤0.01% 5033
2022
Q1 		$261K Buy
5,649
+1,531
+37% +$72.2K ﹤0.01% 5166
2021
Q4 		$190K Buy
+4,118
New +$197K ﹤0.01% 5748

Other funds holding FNWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's FNWD Position: Q1 2026 in Review

UBS Group reduced its Finward Bancorp (FNWD) stake by 60% in Q1 2026, selling an estimated $523K and leaving 9,438 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #6336.

UBS Group first reported a position in FNWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $834K in Q4 2025. 77 funds tracked by Wall St. Rank hold FNWD as of Q1 2026.

  • UBS Group held 9,438 shares of Finward Bancorp worth $343K as of Q1 2026.
  • UBS Group sold 14,269 Finward Bancorp shares in Q1 2026, an estimated $523K.
  • Finward Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6336 holding.
  • UBS Group first reported a position in Finward Bancorp in Q4 2021 and has held it in 18 quarters since.
  • UBS Group's Finward Bancorp position peaked at $834K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.