Physician Wealth Advisors’s First Internet Bancorp INBK Stock Holding History

Physician Wealth Advisors’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 Q4	–	Sell	-41	Closed	-$920	–	2095
2025 Q3	$920	Hold	41	–	–	﹤0.01%	1630
2025 Q2	$1.1K	Buy	+41	New	+$978	﹤0.01%	1347

Other funds holding INBK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Physician Wealth Advisors's INBK Position: Q4 2025 in Review

Physician Wealth Advisors sold out of First Internet Bancorp (INBK) in Q4 2025, closing a stake of 41 shares — an estimated $920 sold.

Physician Wealth Advisors first reported a position in INBK in Q2 2025 and held it in 2 quarters. The position peaked at $1.1K in Q2 2025. 115 funds tracked by Wall St. Rank hold INBK as of Q4 2025.

Physician Wealth Advisors reported no remaining First Internet Bancorp position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 41 First Internet Bancorp shares in Q4 2025, an estimated $920.
Physician Wealth Advisors first reported a position in First Internet Bancorp in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's First Internet Bancorp position peaked at $1.1K in Q2 2025.
115 funds tracked by Wall St. Rank held First Internet Bancorp as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.