Caldwell Trust’s Old National Bancorp ONB Stock Holding History

Caldwell Trust’s Portfolio ONB Stock Details ONB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-10,689	Closed	-$277K	–	829
2026 Q2	$277K	Hold	10,689	–	–	0.02%	292
2026 Q1	$236K	Hold	10,689	–	–	0.02%	315
2025 Q4	$238K	Hold	10,689	–	–	0.02%	307
2025 Q3	$235K	Hold	10,689	–	–	0.02%	305
2025 Q2	$228K	Hold	10,689	–	–	0.02%	295
2025 Q1	$226K	Hold	10,689	–	–	0.02%	304
2024 Q4	$232K	Hold	10,689	–	–	0.02%	298
2024 Q3	$199K	Hold	10,689	–	–	0.02%	317
2024 Q2	$184K	Hold	10,689	–	–	0.02%	315
2024 Q1	$186K	Hold	10,689	–	–	0.02%	317
2023 Q4	$181K	Hold	10,689	–	–	0.02%	305
2023 Q3	$155K	Hold	10,689	–	–	0.02%	317
2023 Q2	$149K	Hold	10,689	–	–	0.02%	323
2023 Q1	$154K	Buy	+10,689	New	+$181K	0.02%	314

Other funds holding ONB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Caldwell Trust's ONB Position: Q3 2026 in Review

Caldwell Trust sold out of Old National Bancorp (ONB) in Q3 2026, closing a stake of 10,689 shares — an estimated $277K sold.

Caldwell Trust first reported a position in ONB in Q1 2023 and held it in 14 quarters. The position peaked at $277K in Q2 2026. 217 funds tracked by Wall St. Rank hold ONB as of Q3 2026.

Caldwell Trust reported no remaining Old National Bancorp position as of Q3 2026 after selling out during the quarter.
Caldwell Trust sold 10,689 Old National Bancorp shares in Q3 2026, an estimated $277K.
Caldwell Trust first reported a position in Old National Bancorp in Q1 2023 and held it in 14 quarters.
Caldwell Trust's Old National Bancorp position peaked at $277K in Q2 2026.
217 funds tracked by Wall St. Rank held Old National Bancorp as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.