Filing Research | FNWD - FINWARD BANCORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Finward Bancorp	Shares	131.4KSH	$4.8M
2	OLD NATIONAL BANCORP /IN/	Shares	16.0KSH	$588.4K
3	Mesirow Financial Investment Management, Inc.	Shares	10.7KSH	$392.3K
4	Trust Co	Shares	500SH	$18.4K
5	EverSource Wealth Advisors, LLC	Shares	50SH	$1.8K
6	IFP Advisors, Inc	Shares	48SH	$1.8K
7	True Wealth Design, LLC	Shares	14SH	$515
8	Farther Finance Advisors, LLC	Shares	7SH	$256
9	Fortitude Family Office, LLC	Shares	1SH	$37
10	State of Alaska, Department of Revenue	Shares	579SH	$21
11	Capital Advisors, Ltd. LLC	Shares	19SH	$1

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	Finward Bancorp trimmed	Shares	-200	+$55.8K	$4.8M
2	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	+$7.7K	$588.4K
3	Mesirow Financial Investment Management, Inc. unchanged	Shares	0	+$5.1K	$392.3K
4	IFP Advisors, Inc added	Shares	+11	+$422	$1.8K
5	Trust Co unchanged	Shares	0	+$240	$18.4K
6	Farther Finance Advisors, LLC added	Shares	+1	+$41	$256
7	Fortitude Family Office, LLC new	Shares	+1	+$37	$37
8	True Wealth Design, LLC unchanged	Shares	0	+$6	$515
9	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
10	State of Alaska, Department of Revenue unchanged	Shares	0	$0	$21
11	EverSource Wealth Advisors, LLC trimmed	Shares	-4	-$122	$1.8K
12	GAMMA Investing LLC exited	Shares	-9	-$327	$0
13	Police & Firemen's Retirement System of New Jersey exited	Shares	-1.2K	-$44.3K	$0

Filing Research | FNWD - FINWARD BANCORP Institutional Holdings