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O'Shaughnessy Asset Management’s First Internet Bancorp INBK Stock Holding History

O'Shaughnessy Asset 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
-6,112
Closed -$220K – 2344
2024
Q4 		$220K Sell
6,112
-3,328
-35% -$126K ﹤0.01% 1692
2024
Q3 		$335K Buy
+9,440
New +$319K ﹤0.01% 1421
2022
Q1 		– Sell
-4,304
Closed -$202K – 1316
2021
Q4 		$202K Sell
4,304
-1,204
-22% -$48.7K ﹤0.01% 1055
2021
Q3 		$172K Sell
5,508
-3,936
-42% -$119K ﹤0.01% 1114
2021
Q2 		$293K Sell
9,444
-5,883
-38% -$200K 0.01% 864
2021
Q1 		$540K Sell
15,327
-2,519
-14% -$84.2K 0.01% 580
2020
Q4 		$513K Buy
17,846
+6,816
+62% +$163K 0.01% 502
2020
Q3 		$162K Buy
11,030
+3,072
+39% +$46.8K ﹤0.01% 766
2020
Q2 		$132K Buy
7,958
+1,959
+33% +$30.7K ﹤0.01% 764
2020
Q1 		$99K Buy
+5,999
New +$138K ﹤0.01% 626

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

O'Shaughnessy Asset Management's INBK Position: Q1 2025 in Review

O'Shaughnessy Asset Management sold out of First Internet Bancorp (INBK) in Q1 2025, closing a stake of 6,112 shares — an estimated $220K sold.

O'Shaughnessy Asset Management first reported a position in INBK in Q1 2020 and held it in 10 quarters. The position peaked at $540K in Q1 2021. 126 funds tracked by Wall St. Rank hold INBK as of Q1 2025.

  • O'Shaughnessy Asset Management reported no remaining First Internet Bancorp position as of Q1 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 6,112 First Internet Bancorp shares in Q1 2025, an estimated $220K.
  • O'Shaughnessy Asset Management first reported a position in First Internet Bancorp in Q1 2020 and held it in 10 quarters.
  • O'Shaughnessy Asset Management's First Internet Bancorp position peaked at $540K in Q1 2021.
  • 126 funds tracked by Wall St. Rank held First Internet Bancorp as of Q1 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2025, filed 13 May 2025.