Root Financial Partners’s First Internet Bancorp INBK Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-20	Closed	-$408	–	1753
2026 Q1	$408	Buy	20 +6	+43%	+$125	﹤0.01%	2936
2025 Q4	$292	Buy	+14	New	+$282	﹤0.01%	2265

Other funds holding INBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Root Financial Partners's INBK Position: Q2 2026 in Review

Root Financial Partners sold out of First Internet Bancorp (INBK) in Q2 2026, closing a stake of 20 shares — an estimated $408 sold.

Root Financial Partners first reported a position in INBK in Q4 2025 and held it in 2 quarters. The position peaked at $408 in Q1 2026. 119 funds tracked by Wall St. Rank hold INBK as of Q2 2026.

Root Financial Partners reported no remaining First Internet Bancorp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 20 First Internet Bancorp shares in Q2 2026, an estimated $408.
Root Financial Partners first reported a position in First Internet Bancorp in Q4 2025 and held it in 2 quarters.
Root Financial Partners's First Internet Bancorp position peaked at $408 in Q1 2026.
119 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.