Benjamin Schmitt

Finward Bancorp

Assets Managed

$125.095M

Holdings

104

Last Quarter

2026 - Q1

Filed Date

1mo 6d ago

Growth Rate

-2.86%(2Q avg: -2.51%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Finward Bancorp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Finward Bancorp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 125.095M in assets, with a quarterly growth rate of -2.86% and a 2-quarter average growth rate of -2.51%. The portfolio is managed by Benjamin Schmitt, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SKOR Flexshares Credit-scored Us Recent Activity Increased 13.73%	6.44%	$8.049M 165,547 shares@ $48.63 avg price	Increased 13.73%
VOO Vanguard S&p 500 Etf Recent Activity Increased 4.44%	6.08%	$7.599M 12,717 shares@ $597.56 avg price	Increased 4.44%
CWB Spdr Bloomberg Convertible S Recent Activity Increased 1.4%	5.14%	$6.419M 70,137 shares@ $91.53 avg price	Increased 1.4%
MSFT Microsoft Corp Recent Activity Increased 0.12%	5.02%	$6.272M 16,943 shares@ $370.18 avg price	Increased 0.12%
VUG Vanguard Growth Etf Recent Activity Decreased -3.54%	4.09%	$5.105M 11,688 shares@ $436.79 avg price	Decreased -3.54%
FNWD Finward Bancorp Recent Activity Decreased -3.46%	3.82%	$4.776M 131,560 shares@ $36.31 avg price	Decreased -3.46%
AAPL Apple Inc Recent Activity Decreased -1.71%	3.65%	$4.554M 17,945 shares@ $253.8 avg price	Decreased -1.71%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 3.65%	3.48%	$4.353M 7,542 shares@ $577.19 avg price	Increased 3.65%
SPXL Direxion Dly S&p 500 Bull 3x Recent Activity	2.61%	$3.254M 17,600 shares@ $184.9 avg price
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 8.19%	2.43%	$3.039M 14,130 shares@ $215.07 avg price	Increased 8.19%

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