FIDUCIARY TRUST CO FNWD β€” FINWARD BANCORP

Ownership history in FIDUCIARY TRUST CO  Β·  2 quarters on record

AI Ownership Summary

FIDUCIARY TRUST CO reported FINWARD BANCORP (FNWD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows FNWD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FNWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY TRUST CO's position in FINWARD BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FNWD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDUCIARY TRUST CO held FNWD β€” position size vs. price
% of Fund (quarterly)    FNWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 23,330 +13,640 +140.8% 0.01% $858K 2026-08-13 $45.16
2026 Q1 INITIATED β€” β€” β€” 9,690 β€” β€” 0.00% $352K 2026-05-15 $32.38

FAQ About FIDUCIARY TRUST CO and FNWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY TRUST CO reported owning FNWD?

FIDUCIARY TRUST CO reported FNWD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported FNWD position in FIDUCIARY TRUST CO's portfolio?

The largest reported portfolio weight for FNWD was 0.01% in 2026 Q2.

What is the latest reported FNWD position on this page?

The most recent filing on this page is 2026 Q2, when FIDUCIARY TRUST CO reported 23,330 shares, equal to 0.01% of portfolio, with an estimated market value of $858K.

What does the chart on this FNWD ownership page compare?

The chart compares FIDUCIARY TRUST CO's quarterly FNWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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