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
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 $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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group's FNWD Position: Q1 2026 in Review

Wellington Management Group increased its Finward Bancorp (FNWD) stake by 2.1% in Q1 2026, buying an estimated $42.6K and bringing the position to 55,210 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Wellington Management Group first reported a position in FNWD in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold FNWD as of Q1 2026.

  • Wellington Management Group held 55,210 shares of Finward Bancorp worth $2M as of Q1 2026.
  • Wellington Management Group bought 1,161 Finward Bancorp shares in Q1 2026, an estimated $42.6K.
  • Finward Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1549 holding.
  • Wellington Management Group first reported a position in Finward Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.