ITIM
PEO

Indiana Trust & Investment Management’s Adams Natural Resources Fund PEO Stock Holding History

Indiana Trust & Investment Management’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-472
Closed -$10.3K – 504
2025
Q4 		$10.3K Buy
+472
New +$10.2K ﹤0.01% 403

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $124M AUM 37.91% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Indiana Trust & Investment Management's PEO Position: Q1 2026 in Review

Indiana Trust & Investment Management sold out of Adams Natural Resources Fund (PEO) in Q1 2026, closing a stake of 472 shares — an estimated $10.3K sold.

Indiana Trust & Investment Management first reported a position in PEO in Q4 2025 and held it in 1 quarter. The position peaked at $10.3K in Q4 2025. 99 funds tracked by Wall St. Rank hold PEO as of Q1 2026.

  • Indiana Trust & Investment Management reported no remaining Adams Natural Resources Fund position as of Q1 2026 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 472 Adams Natural Resources Fund shares in Q1 2026, an estimated $10.3K.
  • Indiana Trust & Investment Management first reported a position in Adams Natural Resources Fund in Q4 2025 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Adams Natural Resources Fund position peaked at $10.3K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q1 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.