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 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	$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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's ONB Position: Q2 2026 in Review

Caldwell Trust held its Old National Bancorp (ONB) position steady in Q2 2026 at 10,689 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #292.

Caldwell Trust first reported a position in ONB in Q1 2023 and has held it in 14 quarters since. 455 funds tracked by Wall St. Rank hold ONB as of Q2 2026.

Caldwell Trust held 10,689 shares of Old National Bancorp worth $277K as of Q2 2026.
Caldwell Trust left its Old National Bancorp share count unchanged in Q2 2026.
Old National Bancorp made up 0.02% of Caldwell Trust's portfolio in Q2 2026, its #292 holding.
Caldwell Trust first reported a position in Old National Bancorp in Q1 2023 and has held it in 14 quarters since.
455 funds tracked by Wall St. Rank held Old National Bancorp as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.