Finward Bancorp Top Holdings and 13F Report (2026)

About Finward Bancorp

Finward Bancorp NASDAQ: FNWD has filed 13-F forms with the SEC as an investor. Finward Bancorp is itself a publicly traded company. Finward Bancorp operates as the holding company for Peoples Bank that provides various banking products and services. The company's deposit products include non-interest- and interest-bearing demand accounts, savings accounts, money market deposit accounts, certificate accounts, and retirement savings plans. For more information on Finward Bancorp stock, visit the Finward Bancorp stock profile here.

Investment Activity

Finward Bancorp has $125.10 million in total holdings as of March 31, 2026.
Finward Bancorp owns shares of 104 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 2.73% of the portfolio was purchased this quarter.
About 2.66% of the portfolio was sold this quarter.
This quarter, Finward Bancorp has purchased 104 new stocks and bought additional shares in 15 stocks.
Finward Bancorp sold shares of 42 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

FlexShares Credit-Scored US Corporate Bond Index Fund: $8,048,904
Vanguard S&P 500 ETF: $7,599,051
SPDR Bloomberg Convertible Securities ETF: $6,418,940
Microsoft: $6,271,796
Vanguard Growth ETF: $5,105,201

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $305,297 Holding
110122108 - Bristol Myers Squibb: $224,103 Holding
92939U106 - WEC Energy Group: $213,364 Holding
244199105 - Deere & Company: $205,043 Holding

Largest Purchases this Quarter

FlexShares Credit-Scored US Corporate Bond Index Fund: 19,980 shares (about $971.43K)
Vanguard S&P 500 ETF: 540 shares (about $322.68K)
AstraZeneca: 1,548 shares (about $305.30K)
Vanguard Dividend Appreciation ETF: 1,069 shares (about $229.90K)
Bristol Myers Squibb: 3,695 shares (about $224.10K)

Largest Sales this Quarter

Costco Wholesale: 600 shares (about $597.86K)
NVIDIA: 2,250 shares (about $392.40K)
Vanguard Growth ETF: 430 shares (about $187.82K)
Finward Bancorp: 4,728 shares (about $171.63K)
ProShares S&P 500 Aristocrats ETF: 937 shares (about $99.33K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund	$8,048,904	$971,429 ▲	13.7%	165,547	6.4%	ETF
VOO Vanguard S&P 500 ETF	$7,599,051	$322,677 ▲	4.4%	12,717	6.1%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$6,418,940	$88,500 ▲	1.4%	70,137	5.1%	ETF
MSFT Microsoft	$6,271,796	$7,403 ▲	0.1%	16,943	5.0%	Computer and Technology
VUG Vanguard Growth ETF	$5,105,201	$187,820 ▼	-3.5%	11,688	4.1%	ETF
FNWD Finward Bancorp	$4,775,632	$171,627 ▼	-3.5%	131,560	3.8%	Finance
AAPL Apple	$4,554,262	$79,436 ▼	-1.7%	17,945	3.6%	Computer and Technology
QQQ Invesco QQQ	$4,353,095	$152,953 ▲	3.6%	7,542	3.5%	Finance
SPXL Direxion Daily S&P 500 Bull 3x Shares	$3,254,066		0.0%	17,600	2.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$3,038,802	$229,899 ▲	8.2%	14,130	2.4%	ETF
SPGP Invesco S&P 500 GARP ETF	$3,012,716	$61,343 ▼	-2.0%	27,994	2.4%	ETF
TQQQ ProShares UltraPro QQQ	$2,990,292		0.0%	71,744	2.4%	ETF
JNJ Johnson & Johnson	$2,579,576	$1,956 ▼	-0.1%	10,553	2.1%	Medical
MGK Vanguard Mega Cap Growth ETF	$2,347,208	$17,270 ▲	0.7%	6,388	1.9%	ETF
FVD First Trust Value Line Dividend Index Fund	$2,102,243	$60,434 ▼	-2.8%	44,700	1.7%	ETF
VGT Vanguard Information Technology ETF	$1,995,481	$36,281 ▲	1.9%	2,860	1.6%	ETF
MGV Vanguard Mega Cap Value ETF	$1,944,355	$12,756 ▼	-0.7%	13,414	1.6%	ETF
JPM JPMorgan Chase & Co.	$1,939,398	$4,707 ▼	-0.2%	6,593	1.6%	Finance
IJH iShares Core S&P Mid-Cap ETF	$1,925,357	$3,714 ▲	0.2%	28,511	1.5%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$1,688,311	$99,331 ▼	-5.6%	15,926	1.3%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$1,602,372	$220,709 ▲	16.0%	18,114	1.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,561,442	$73,759 ▼	-4.5%	11,749	1.2%	ETF
WPM Wheaton Precious Metals	$1,493,514		0.0%	11,400	1.2%	Basic Materials
VYM Vanguard High Dividend Yield ETF	$1,423,695	$38,506 ▲	2.8%	9,613	1.1%	ETF
ABBV AbbVie	$1,401,941	$26,099 ▼	-1.8%	6,446	1.1%	Medical
NI NiSource	$1,313,855	$4,666 ▼	-0.4%	28,158	1.1%	Utilities
IJR iShares Core S&P Small-Cap ETF	$1,280,645	$87,639 ▲	7.3%	10,302	1.0%	ETF
MCD McDonald's	$1,244,095	$57,807 ▼	-4.4%	4,003	1.0%	Retail/Wholesale
KO CocaCola	$1,124,554	$4,943 ▼	-0.4%	14,787	0.9%	Consumer Staples
AMZN Amazon.com	$1,085,713	$21,868 ▼	-2.0%	5,213	0.9%	Retail/Wholesale
XOM ExxonMobil	$1,083,619	$21,208 ▼	-1.9%	6,387	0.9%	Energy
PG Procter & Gamble	$1,080,842		0.0%	7,483	0.9%	Consumer Staples
WELL Welltower	$982,817	$24,714 ▼	-2.5%	4,971	0.8%	Finance
VTV Vanguard Value ETF	$964,518	$220,725 ▲	29.7%	4,916	0.8%	ETF
GLD SPDR Gold Shares	$955,247	$73,150 ▼	-7.1%	2,220	0.8%	Finance
ETR Entergy	$950,566		0.0%	8,460	0.8%	Utilities
VOT Vanguard Mid-Cap Growth ETF	$886,572	$23,162 ▼	-2.5%	3,445	0.7%	ETF
DTE DTE Energy	$877,320		0.0%	6,000	0.7%	Utilities
FDL First Trust Morningstar Dividend Leaders Index Fund	$795,324		0.0%	15,656	0.6%	ETF
XLI Industrial Select Sector SPDR Fund	$788,919	$1,617 ▼	-0.2%	4,878	0.6%	ETF
DUK Duke Energy	$778,180		0.0%	5,943	0.6%	Utilities
V Visa	$770,712	$19,646 ▼	-2.5%	2,550	0.6%	Business Services
NVDA NVIDIA	$750,966	$392,400 ▼	-34.3%	4,306	0.6%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$702,533	$5,460 ▼	-0.8%	7,077	0.6%	Finance
BP BP	$678,586		0.0%	14,438	0.5%	Energy
GOOGL Alphabet	$675,190		0.0%	2,348	0.5%	Computer and Technology
VZ Verizon Communications	$643,716	$4,970 ▼	-0.8%	12,823	0.5%	Computer and Technology
SO Southern	$635,681		0.0%	6,586	0.5%	Utilities
EFA iShares MSCI EAFE ETF	$593,659	$2,428 ▼	-0.4%	6,112	0.5%	Finance
META Meta Platforms	$584,148		0.0%	1,021	0.5%	Computer and Technology
TRV Travelers Companies	$583,360		0.0%	2,000	0.5%	Finance
HD Home Depot	$576,873		0.0%	1,754	0.5%	Retail/Wholesale
AEP American Electric Power	$573,082	$5,243 ▼	-0.9%	4,372	0.5%	Utilities
BRK.B Berkshire Hathaway	$569,290		0.0%	1,188	0.5%	Finance
ABT Abbott Laboratories	$559,655	$5,134 ▼	-0.9%	5,451	0.4%	Medical
T AT&T	$545,534	$3,769 ▼	-0.7%	18,818	0.4%	Computer and Technology
BND Vanguard Total Bond Market ETF	$539,854	$66,276 ▼	-10.9%	7,331	0.4%	ETF
XLF Financial Select Sector SPDR Fund	$534,234	$2,962 ▼	-0.6%	10,821	0.4%	ETF
ENB Enbridge	$534,091		0.0%	9,865	0.4%	Energy
VHT Vanguard Health Care ETF	$530,229	$14,978 ▼	-2.7%	1,947	0.4%	ETF
VB Vanguard Small-Cap ETF	$523,053	$73,337 ▲	16.3%	1,997	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$517,021	$1,301 ▲	0.3%	795	0.4%	Finance
PEP PepsiCo	$516,652	$15,840 ▼	-3.0%	3,327	0.4%	Consumer Staples
WALMART INC	$504,453		0.0%	4,059	0.4%	COMMON STOCK
VBK Vanguard Small-Cap Growth ETF	$500,228	$26,598 ▼	-5.0%	1,655	0.4%	ETF
MDT Medtronic	$485,240		0.0%	5,600	0.4%	Medical
EXC Exelon	$469,416		0.0%	9,576	0.4%	Utilities
PM Philip Morris International	$404,423	$12,401 ▼	-3.0%	2,446	0.3%	Consumer Staples
NOC Northrop Grumman	$388,876		0.0%	570	0.3%	Aerospace
ELV Elevance Health	$381,454		0.0%	1,303	0.3%	Medical
MAR Marriott International	$369,916		0.0%	1,131	0.3%	Consumer Discretionary
VOE Vanguard Mid-Cap Value ETF	$361,558	$8,293 ▼	-2.2%	1,962	0.3%	ETF
UPS United Parcel Service	$351,217		0.0%	3,570	0.3%	Transportation
INTC Intel	$347,479		0.0%	7,874	0.3%	Computer and Technology
CVX Chevron	$332,903		0.0%	1,609	0.3%	Energy
LLY Eli Lilly and Company	$326,518		0.0%	355	0.3%	Medical
PFE Pfizer	$320,448		0.0%	11,412	0.3%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$319,438	$9,729 ▼	-3.0%	5,910	0.3%	ETF
PAYX Paychex	$308,048		0.0%	3,344	0.2%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$305,456	$47,795 ▼	-13.5%	1,406	0.2%	ETF
AZNCF AstraZeneca	$305,297	$305,297 ▲	New Holding	1,548	0.2%	Medical
MO Altria Group	$304,017		0.0%	4,607	0.2%	Consumer Staples
DTM DT Midstream	$294,254		0.0%	2,185	0.2%	Energy
COST Costco Wholesale	$288,965	$597,859 ▼	-67.4%	290	0.2%	Retail/Wholesale
LMT Lockheed Martin	$275,602		0.0%	456	0.2%	Aerospace
EMR Emerson Electric	$269,903		0.0%	2,060	0.2%	Industrials
VTI Vanguard Total Stock Market ETF	$269,800		0.0%	841	0.2%	ETF
TAXF American Century Diversified Municipal Bond ETF	$269,219		0.0%	5,379	0.2%	ETF
VRP Invesco Variable Rate Preferred ETF	$262,461		0.0%	10,945	0.2%	ETF
BNTX BioNTech	$260,863	$444 ▼	-0.2%	2,935	0.2%	Medical
KWR Quaker Houghton	$256,535		0.0%	2,065	0.2%	Basic Materials
LINDE PLC	$256,308		0.0%	517	0.2%	FOREIGN STOCK
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$255,541	$77,888 ▼	-23.4%	5,151	0.2%	ETF
QCOM Qualcomm	$254,984		0.0%	1,980	0.2%	Computer and Technology
VNQ Vanguard Real Estate ETF	$249,430	$4,435 ▼	-1.7%	2,812	0.2%	ETF
CSX CSX	$249,256		0.0%	6,072	0.2%	Transportation
CMG Chipotle Mexican Grill	$240,075	$48,015 ▼	-16.7%	7,500	0.2%	Retail/Wholesale
BMY Bristol Myers Squibb	$224,103	$224,103 ▲	New Holding	3,695	0.2%	Medical
IBM International Business Machines	$218,151		0.0%	900	0.2%	Computer and Technology
WEC WEC Energy Group	$213,364	$213,364 ▲	New Holding	1,843	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Finward Bancorp Top Holdings and 13F Report (2026)

About Finward Bancorp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Finward Bancorp Top Holdings and 13F Report (2026)

About Finward Bancorp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinward Bancorp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools