Fourthstone LLC’s First Internet Bancorp INBK Stock Holding History

Fourthstone LLC’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	-56,238	Closed	-$1.26M	–	70
2025 Q3	$1.26M	Sell	56,238 -88,903	-61%	-$2.19M	0.23%	62
2025 Q2	$3.9M	Buy	145,141 +104,241	+255%	+$2.49M	0.77%	36
2025 Q1	$1.1M	Buy	+40,900	New	+$1.27M	0.27%	53
2024 Q1	–	Sell	-81,319	Closed	-$1.97M	–	49
2023 Q4	$1.97M	Sell	81,319 -37,700	-32%	-$729K	0.4%	49
2023 Q3	$1.93M	Buy	+119,019	New	+$2.25M	0.44%	47
2021 Q4	–	Sell	-127,447	Closed	-$3.97M	–	54
2021 Q3	$3.97M	Sell	127,447 -55,017	-30%	-$1.66M	1.58%	18
2021 Q2	$5.65M	Buy	182,464 +17,185	+10%	+$583K	2.4%	13
2021 Q1	$5.82M	Buy	165,279 +31,072	+23%	+$1.04M	2.89%	15
2020 Q4	$3.86M	Buy	134,207 +107,751	+407%	+$2.58M	2.43%	15
2020 Q3	$390K	Buy	+26,456	New	+$403K	0.33%	31

Other funds holding INBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

D.E. Shaw & Co New York $127B 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

CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return