Whittier Trust’s Finward Bancorp FNWD Stock Holding History

Whittier Trust’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	–	Sell	-224	Closed	-$7.63K	–	1375
2025 Q4	$7.63K	Sell	224 -19	-8%	-$669	﹤0.01%	1176
2025 Q3	$7.72K	Buy	+243	New	+$7.22K	﹤0.01%	1167

Other funds holding FNWD

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whittier Trust's FNWD Position: Q1 2026 in Review

Whittier Trust sold out of Finward Bancorp (FNWD) in Q1 2026, closing a stake of 224 shares — an estimated $7.63K sold.

Whittier Trust first reported a position in FNWD in Q3 2025 and held it in 2 quarters. The position peaked at $7.72K in Q3 2025. 77 funds tracked by Wall St. Rank hold FNWD as of Q1 2026.

Whittier Trust reported no remaining Finward Bancorp position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 224 Finward Bancorp shares in Q1 2026, an estimated $7.63K.
Whittier Trust first reported a position in Finward Bancorp in Q3 2025 and held it in 2 quarters.
Whittier Trust's Finward Bancorp position peaked at $7.72K in Q3 2025.
77 funds tracked by Wall St. Rank held Finward Bancorp as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.