Creative Planning
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Creative Planning’s First Internet Bancorp INBK Stock Holding History

Creative Planning’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-52,932
Closed -$1.19M – 4004
2025
Q3 		$1.19M Sell
52,932
-9,919
-16% -$244K ﹤0.01% 1957
2025
Q2 		$1.69M Buy
+62,851
New +$1.5M ﹤0.01% 1451
2025
Q1 		– Sell
-39
Closed -$1.4K – 3595
2024
Q4 		$1.4K Buy
+39
New +$1.48K ﹤0.01% 3500
2022
Q1 		– Sell
-7,180
Closed -$338K – 2394
2021
Q4 		$338K Buy
+7,180
New +$291K ﹤0.01% 1541
2017
Q3 		– Sell
-5
Closed – – 2762
2017
Q2 		$0 Hold
5
– – ﹤0.01% 4713
2017
Q1 		$0 Hold
5
– – ﹤0.01% 4775
2016
Q4 		$0 Hold
5
– – ﹤0.01% 4717
2016
Q3 		$0 Sell
5
-1,208
-100% -$28.5K ﹤0.01% 4655
2016
Q2 		$29K Buy
1,213
+1,208
+24,160% +$29.2K ﹤0.01% 2519
2016
Q1 		$0 Hold
5
– – ﹤0.01% 4418
2015
Q4 		$0 Sell
5
-100
-95% -$3.08K ﹤0.01% 4485
2015
Q3 		$3K Buy
+105
New +$3.14K ﹤0.01% 3824
2015
Q2 		– Sell
-5
Closed – – 2007
2015
Q1 		$0 Hold
5
– – ﹤0.01% 4304
2014
Q4 		$0 Hold
5
– – ﹤0.01% 4246
2014
Q3 		$0 Buy
+5
New +$89 ﹤0.01% 4074

Other funds holding INBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Creative Planning's INBK Position: Q4 2025 in Review

Creative Planning sold out of First Internet Bancorp (INBK) in Q4 2025, closing a stake of 52,932 shares — an estimated $1.19M sold.

Creative Planning first reported a position in INBK in Q3 2014 and held it in 15 quarters. The position peaked at $1.69M in Q2 2025. 115 funds tracked by Wall St. Rank hold INBK as of Q4 2025.

  • Creative Planning reported no remaining First Internet Bancorp position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 52,932 First Internet Bancorp shares in Q4 2025, an estimated $1.19M.
  • Creative Planning first reported a position in First Internet Bancorp in Q3 2014 and held it in 15 quarters.
  • Creative Planning's First Internet Bancorp position peaked at $1.69M in Q2 2025.
  • 115 funds tracked by Wall St. Rank held First Internet Bancorp as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.