Oxford Financial Group’s First Internet Bancorp INBK Stock Holding History

Oxford Financial Group’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
2026 Q1	$200K	Hold	9,834	–	–	0.01%	244
2025 Q4	$205K	Hold	9,834	–	–	0.01%	230
2025 Q3	$221K	Sell	9,834 -3,200	-25%	-$78.8K	0.01%	214
2025 Q2	$351K	Hold	13,034	–	–	0.02%	160
2025 Q1	$349K	Hold	13,034	–	–	0.02%	159
2024 Q4	$469K	Hold	13,034	–	–	0.03%	155
2024 Q3	$447K	Hold	13,034	–	–	0.03%	155
2024 Q2	$352K	Hold	13,034	–	–	0.02%	190
2024 Q1	$453K	Hold	13,034	–	–	0.03%	144
2023 Q4	$315K	Hold	13,034	–	–	0.02%	178
2023 Q3	$211K	Hold	13,034	–	–	0.02%	210
2023 Q2	$194K	Hold	13,034	–	–	0.02%	229
2023 Q1	$217K	Hold	13,034	–	–	0.02%	181
2022 Q4	$316K	Buy	13,034 +3,200	+33%	+$84.6K	0.04%	148
2022 Q3	$333K	Hold	9,834	–	–	0.05%	129
2022 Q2	$362K	Hold	9,834	–	–	0.05%	132
2022 Q1	$423K	Hold	9,834	–	–	0.05%	127
2021 Q4	$463K	Hold	9,834	–	–	0.05%	129
2021 Q3	$307K	Hold	9,834	–	–	0.04%	148
2021 Q2	$305K	Hold	9,834	–	–	0.04%	147
2021 Q1	$346K	Hold	9,834	–	–	0.05%	133
2020 Q4	$283K	Buy	+9,834	New	+$236K	0.04%	151

Other funds holding INBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Simcoe Capital Spokane, Washington $109M AUM

Oxford Financial Group's INBK Position: Q1 2026 in Review

Oxford Financial Group held its First Internet Bancorp (INBK) position steady in Q1 2026 at 9,834 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #244.

Oxford Financial Group first reported a position in INBK in Q4 2020 and has held it in 22 quarters since. The position peaked at $469K in Q4 2024. 117 funds tracked by Wall St. Rank hold INBK as of Q1 2026.

Oxford Financial Group held 9,834 shares of First Internet Bancorp worth $200K as of Q1 2026.
Oxford Financial Group left its First Internet Bancorp share count unchanged in Q1 2026.
First Internet Bancorp made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #244 holding.
Oxford Financial Group first reported a position in First Internet Bancorp in Q4 2020 and has held it in 22 quarters since.
Oxford Financial Group's First Internet Bancorp position peaked at $469K in Q4 2024.
117 funds tracked by Wall St. Rank held First Internet Bancorp as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.