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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
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 		$227K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return