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Holistic Planning’s Old National Bancorp ONB Stock Holding History

Holistic Planning’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 		$535K Buy
20,638
+118
+0.6% +$2.83K 0.08% 197
2026
Q1 		$453K Buy
20,520
+136
+0.7% +$3.18K 0.09% 192
2025
Q4 		$455K Buy
20,384
+123
+0.6% +$2.65K 0.1% 172
2025
Q3 		$445K Buy
20,261
+124
+0.6% +$2.74K 0.12% 141
2025
Q2 		$430K Buy
+20,137
New +$417K 0.12% 135

Other funds holding ONB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Planning's ONB Position: Q2 2026 in Review

Holistic Planning increased its Old National Bancorp (ONB) stake by 0.58% in Q2 2026, buying an estimated $2.83K and bringing the position to 20,638 shares worth $535K. The position accounts for 0.08% of the portfolio, ranked #197.

Holistic Planning first reported a position in ONB in Q2 2025 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold ONB as of Q2 2026.

  • Holistic Planning held 20,638 shares of Old National Bancorp worth $535K as of Q2 2026.
  • Holistic Planning bought 118 Old National Bancorp shares in Q2 2026, an estimated $2.83K.
  • Old National Bancorp made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #197 holding.
  • Holistic Planning first reported a position in Old National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 456 funds tracked by Wall St. Rank held Old National Bancorp as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.