13F-HR: Finward Bancorp's Q4 2024 13F Filing: Portfolio Holdings Revealed

Finward Bancorp's latest 13F filing reveals its holdings as of December 31, 2024, with a total portfolio value of $115.34 million.

Summary

• Finward Bancorp filed its Form 13F for the quarter ended December 31, 2024.
• The total value of their reported holdings is $115,335,676.
• The filing includes 177 entries detailing the company's positions in various stocks, ETFs, and other securities.
• The report lists the number of shares held, their value, and the voting authority for each holding.
• The filing indicates whether the holdings are managed solely or with others.
• The filing was signed by Benjamin Schmitt, Chief Financial Officer & Treasurer, on February 13, 2025.

Sentiment

Score: 6

Explanation: The document is a standard regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings.

Positives

• The filing provides a comprehensive overview of Finward Bancorp's investment portfolio.
• The detailed information on holdings allows for analysis of the company's investment strategy.
• The inclusion of voting authority information offers insights into the company's influence on its holdings.

Industry Context

Form 13F filings are required for institutional investment managers with at least $100 million in assets under management, providing transparency into their investment strategies and holdings.

Comparison to Industry Standards

• Finward Bancorp's portfolio composition can be compared to other regional banks and investment firms to assess its diversification and risk profile.
• Analyzing the allocation across different asset classes (e.g., equities, fixed income, ETFs) can provide insights into their investment approach relative to industry benchmarks.
• Comparing the holdings to those of larger asset managers like Vanguard or BlackRock can highlight any similarities or differences in investment strategies.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Finward Bancorp.
• The filing provides transparency to the market regarding the company's holdings.

Key Dates

Keywords

13F filing, institutional investment manager, portfolio holdings, Finward Bancorp, investments, stocks, ETFs