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GeoWealth Management’s First Internet Bancorp INBK Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-33
Closed -$1.19K – 1427
2024
Q4 		$1.19K Hold
33
– – ﹤0.01% 1684
2024
Q3 		$1.13K Buy
+33
New +$1.12K ﹤0.01% 1589

Other funds holding INBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

GeoWealth Management's INBK Position: Q1 2025 in Review

GeoWealth Management sold out of First Internet Bancorp (INBK) in Q1 2025, closing a stake of 33 shares — an estimated $1.19K sold.

GeoWealth Management first reported a position in INBK in Q3 2024 and held it in 2 quarters. The position peaked at $1.19K in Q4 2024. 126 funds tracked by Wall St. Rank hold INBK as of Q1 2025.

  • GeoWealth Management reported no remaining First Internet Bancorp position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 33 First Internet Bancorp shares in Q1 2025, an estimated $1.19K.
  • GeoWealth Management first reported a position in First Internet Bancorp in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's First Internet Bancorp position peaked at $1.19K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held First Internet Bancorp as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.