Finward Bancorp
Finward Bancorp is a publicly traded, locally managed financial holding company founded in Munster, Indiana. Formerly known as NorthWest Indiana Bancorp, it primarily operates as the parent company for Peoples Bank, serving the Northwest Indiana and Chicagoland region. It offers a comprehensive range of personal, business, and wealth management financial services through 26 locations. As of 2024, Finward Bancorp employs a regional workforce and is dedicated to supporting both retail and business clients across its service areas.
Investment Strategy
Finward Bancorp's investment strategy centers on community-focused commercial and retail banking. The company attracts deposits from the general public and originates a variety of loans, predominantly secured by single-family residences. Through its wholly owned subsidiary, Peoples Bank, Finward focuses on supporting customers' financial goals through personal, business, electronic, and wealth management services, maintaining a balanced approach to growth and risk within its regional markets.
Latest 13F Filing Activity
Finward Bancorp filed their most recent 13F report on Jun 30, 2025 disclosing 101 equity positions with a total 13F market value of $127M. The fund increased holdings in Proshares Ultrapro QQQ, Microsoft Corp., Flexshares TR among other positions. Finward Bancorp reduced exposure to Apple Inc., Bristol-myers Squibb Co., Finward Bancorp among others.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TQQQ | PROSHARES ULTRAPRO QQQ | 9.92% | $12.6M | 151,262 | $73.22 | $83.00 | +$3.8M |
M MSFT | MICROSOFT CORP | 6.84% | $8.7M | 17,406 | $421.50 | $497.41 | +$2.1M |
V VOO | VANGUARD S&P 500 ETF | 5.02% | $6.4M | 11,182 | $539.92 | $568.03 | +$872.4K |
C CWB | SPDR BLOOMBERG BARCLAYS | 4.91% | $6.2M | 75,258 | $77.89 | $82.66 | +$385.3K |
V VUG | VANGUARD GROWTH ETF (MKT) | 4.67% | $5.9M | 13,478 | $410.44 | $438.40 | +$910.1K |