Wellington Management Group
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Wellington Management Group’s Finward Bancorp FNWD Stock Holding History

Wellington Management 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
Q2 		$1.97M Sell
53,656
-1,554
-3% -$51.9K ﹤0.01% 1627
2026
Q1 		$2M Buy
55,210
+1,161
+2% +$42.6K ﹤0.01% 1549
2025
Q4 		$1.9M Buy
54,049
+4,291
+9% +$151K ﹤0.01% 1610
2025
Q3 		$1.6M Buy
+49,758
New +$1.48M ﹤0.01% 1692

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wellington Management Group's FNWD Position: Q2 2026 in Review

Wellington Management Group reduced its Finward Bancorp (FNWD) stake by 2.8% in Q2 2026, selling an estimated $51.9K and leaving 53,656 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Wellington Management Group first reported a position in FNWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2M in Q1 2026. 72 funds tracked by Wall St. Rank hold FNWD as of Q2 2026.

  • Wellington Management Group held 53,656 shares of Finward Bancorp worth $1.97M as of Q2 2026.
  • Wellington Management Group sold 1,554 Finward Bancorp shares in Q2 2026, an estimated $51.9K.
  • Finward Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1627 holding.
  • Wellington Management Group first reported a position in Finward Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Wellington Management Group's Finward Bancorp position peaked at $2M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Finward Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.