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Forward Financial, Inc. Financials, FR Y-9SP Data and Filings

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Bank Holding Company Wisconsin RSSD 3817115 FRS Est. 2006

Part of: Forward Mutual Holding Company

Forward Financial, Inc. is a bank holding company based in Wisconsin with $1.28B in total consolidated assets as of June 30, 2026, on the consolidated assets memorandum line of its FR Y-9SP, a parent-company-only report. It owns 1 bank that files a call report: Forward Bank ($1.28B in assets).

Holding companies with less than $3 billion in assets file the semiannual FR Y-9SP rather than the quarterly FR Y-9C. The FR Y-9SP reports the parent company on its own, apart from one consolidated assets line, so deposits, loans, capital ratios and quarterly earnings sit in the bank's call report: see Forward Bank.

Key Financials FR Y-9SP, as of June 30, 2026

Total consolidated assets
$1.28B
Total assets, parent only
$122.4M
Total equity, parent only
$94.6M
Net income, parent only (first half of 2026)
$4.9M

Source: FR Y-9SP for June 30, 2026. Total consolidated assets covers the company and every subsidiary (Memoranda item 1, BHSP8519). The parent-only lines count the holding company itself, which carries its banks as an investment, and its net income is year to date. Bank-level figures in the tables below come from each bank's own call report.

Bank Subsidiaries 1 bank held directly or through another holding company

Bank Charter State Total assets (call report) Share of bank assets Held through
Forward Bank State Savings Bank WI $1.28B 100.0% Held directly

Questions About Forward Financial, Inc.

What are Forward Financial, Inc.'s total assets?

Forward Financial, Inc. reported $1.28B in total consolidated assets as of June 30, 2026, the figure it entered on the consolidated assets memorandum line of its FR Y-9SP filing with the Federal Reserve. The FR Y-9SP is a parent-company-only report that carries no consolidated balance sheet, and holding companies with less than $3 billion in assets file it semiannually instead of the quarterly FR Y-9C.

How many banks does Forward Financial, Inc. own?

Forward Financial, Inc. owns 1 bank that files a call report: Forward Bank.

Who owns Forward Bank?

Forward Bank is owned by Forward Financial, Inc. The bank reported $1.28B in total assets on its latest call report.

Where can I find Forward Financial, Inc.'s FR Y-9SP?

Forward Financial, Inc. files the FR Y-9SP with the Federal Reserve every six months, as of June 30 and December 31. The reports are public on the FFIEC National Information Center under RSSD ID 3817115. This page summarizes the FR Y-9SP for Q2 2026.

Filing Details fiscal year and SEC registration

Fiscal year end
December 31
Ticker
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SEC CIK
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SEC filings
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Organization Map select + to expand a subsidiary's own holdings

Holding company Reporting bank Nonbank subsidiary
  • Forward Financial, Inc.
    Holding Company WI RSSD 3817115
    $1.28B

Direct Subsidiaries 1 active direct subsidiary

Entity Type State Total Assets Share of bank subsidiary assets
Forward Bank · 313577 State Savings Bank WI $1.28B 100.0%

Share of bank subsidiary assets divides each bank's total assets by the combined assets of the bank subsidiaries listed. Nonbank subsidiaries are not counted.

Regulator records: FFIEC NIC profile (RSSD 3817115)