Caldwell Trust »

Finward Bancorp shares owned by Caldwell Trust

Quarter-by-quarter ownership of Finward Bancorp (FNWD) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Finward Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Finward Bancorp held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Finward Bancorp by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 40k 32.09

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Finward Bancorp

Alliancebernstein
PL Capital Advisors
Vanguard Group
BlackRock
Finward Bancorp
Endeavour Capital Advisors
Geode Capital Management
Wellington Management Company
Renaissance Technologies
State Street Corporation
Caldwell Trust
Acadian Asset Management
Northern Trust
Black Maple Capital Management
Raffles Associates

View all funds holding Finward Bancorp