Lantz Financial’s Old National Bancorp ONB Stock Holding History

Lantz Financial’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	$526K	Sell	20,292 -1	-0%	-$24	0.1%	177
2026 Q1	$448K	Sell	20,293 -9	-0%	-$210	0.09%	176
2025 Q4	$453K	Buy	20,302 +10	+0%	+$216	0.1%	170
2025 Q3	$445K	Hold	20,292	–	–	0.1%	166
2025 Q2	$433K	Sell	20,292 -20	-0.1%	-$414	0.11%	156
2025 Q1	$430K	Buy	20,312 +20	+0.1%	+$450	0.12%	149
2024 Q4	$440K	Hold	20,292	–	–	0.12%	149
2024 Q3	$379K	Hold	20,292	–	–	0.1%	159
2024 Q2	$349K	Sell	20,292 -9	-0%	-$150	0.11%	151
2024 Q1	$353K	Buy	20,301 +9	+0%	+$149	0.11%	148
2023 Q4	$343K	Hold	20,292	–	–	0.12%	143
2023 Q3	$295K	Hold	20,292	–	–	0.12%	144
2023 Q2	$283K	Hold	20,292	–	–	0.11%	149
2023 Q1	$293K	Hold	20,292	–	–	0.12%	137
2022 Q4	$365K	Hold	20,292	–	–	0.17%	126
2022 Q3	$334K	Hold	20,292	–	–	0.17%	119
2022 Q2	$300K	Hold	20,292	–	–	0.14%	130
2022 Q1	$332K	Buy	+20,292	New	+$369K	0.14%	125

Other funds holding ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Ables Iannone Moore & Associates Savannah, Georgia $188M AUM 26.75% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return