CT
FSFG

Caldwell Trust’s First Savings Financial Group FSFG Stock Holding History

Caldwell Trust’s Portfolio FSFG Stock Details FSFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-450
Closed -$11.9K – 756
2021
Q4 		$11.9K Hold
450
– – ﹤0.01% 624
2021
Q3 		$12.6K Hold
450
– – ﹤0.01% 617
2021
Q2 		$11K Hold
450
– – ﹤0.01% 636
2021
Q1 		$10.1K Hold
450
– – ﹤0.01% 631
2020
Q4 		$9.75K Sell
450
-105
-19% -$2.1K ﹤0.01% 626
2020
Q3 		$10.1K Hold
555
– – ﹤0.01% 612
2020
Q2 		$8.02K Buy
+555
New +$7.92K ﹤0.01% 657

Other funds holding FSFG

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
RHAM
Round Hill Asset Management Pasadena, California $159M AUM 8.03% 1-Year Est. Return
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Caldwell Trust's FSFG Position: Q1 2022 in Review

Caldwell Trust sold out of First Savings Financial Group (FSFG) in Q1 2022, closing a stake of 450 shares — an estimated $11.9K sold.

Caldwell Trust first reported a position in FSFG in Q2 2020 and held it in 7 quarters. The position peaked at $12.6K in Q3 2021. 43 funds tracked by Wall St. Rank hold FSFG as of Q1 2022.

  • Caldwell Trust reported no remaining First Savings Financial Group position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 450 First Savings Financial Group shares in Q1 2022, an estimated $11.9K.
  • Caldwell Trust first reported a position in First Savings Financial Group in Q2 2020 and held it in 7 quarters.
  • Caldwell Trust's First Savings Financial Group position peaked at $12.6K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held First Savings Financial Group as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.