SFS
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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
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 – 1571
2021
Q1 		$333K Buy
+9,566
New +$320K 0.01% 798

Other funds holding INBK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM