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Sowell Financial Services’s First Internet Bancorp INBK Stock Holding History

Sowell Financial Services’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 		$296K Sell
10,642
-481
-4% -$11.7K 0.01% 878
2026
Q1 		$227K Buy
11,123
+1
+0% +$21 0.01% 965
2025
Q4 		$232K Buy
11,122
+1,301
+13% +$26.2K 0.01% 943
2025
Q3 		$220K Hold
9,821
– – 0.01% 959
2025
Q2 		$264K Sell
9,821
-149
-1% -$3.55K 0.01% 848
2025
Q1 		$267K Buy
+9,970
New +$310K 0.01% 811
2021
Q2 		– Sell
-9,566
Closed -$333K – 1570
2021
Q1 		$333K Buy
+9,566
New +$320K 0.01% 798

Other funds holding INBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM

Sowell Financial Services's INBK Position: Q2 2026 in Review

Sowell Financial Services reduced its First Internet Bancorp (INBK) stake by 4.3% in Q2 2026, selling an estimated $11.7K and leaving 10,642 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #878.

Sowell Financial Services first reported a position in INBK in Q1 2021 and has held it in 7 quarters since. The position peaked at $333K in Q1 2021. 120 funds tracked by Wall St. Rank hold INBK as of Q2 2026.

  • Sowell Financial Services held 10,642 shares of First Internet Bancorp worth $296K as of Q2 2026.
  • Sowell Financial Services sold 481 First Internet Bancorp shares in Q2 2026, an estimated $11.7K.
  • First Internet Bancorp made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #878 holding.
  • Sowell Financial Services first reported a position in First Internet Bancorp in Q1 2021 and has held it in 7 quarters since.
  • Sowell Financial Services's First Internet Bancorp position peaked at $333K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.