Wellington Management Group
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Wellington Management Group’s First Internet Bancorp INBK Stock Holding History

Wellington Management 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 		$1.21M Sell
59,280
-1,089
-2% -$22.8K ﹤0.01% 1642
2025
Q4 		$1.26M Sell
60,369
-7,475
-11% -$150K ﹤0.01% 1677
2025
Q3 		$1.52M Hold
67,844
– – ﹤0.01% 1702
2025
Q2 		$1.83M Hold
67,844
– – ﹤0.01% 1600
2025
Q1 		$1.82M Sell
67,844
-1,859
-3% -$57.8K ﹤0.01% 1582
2024
Q4 		$2.51M Hold
69,703
– – ﹤0.01% 1525
2024
Q3 		$2.39M Hold
69,703
– – ﹤0.01% 1503
2024
Q2 		$1.88M Hold
69,703
– – ﹤0.01% 1532
2024
Q1 		$2.42M Sell
69,703
-12,563
-15% -$380K ﹤0.01% 1480
2023
Q4 		$1.99M Hold
82,266
– – ﹤0.01% 1494
2023
Q3 		$1.33M Hold
82,266
– – ﹤0.01% 1551
2023
Q2 		$1.22M Sell
82,266
-11,830
-13% -$164K ﹤0.01% 1574
2023
Q1 		$1.57M Sell
94,096
-2,000
-2% -$48.2K ﹤0.01% 1557
2022
Q4 		$2.33M Hold
96,096
– – ﹤0.01% 1471
2022
Q3 		$3.25M Sell
96,096
-1,627
-2% -$59.3K ﹤0.01% 1398
2022
Q2 		$3.6M Hold
97,723
– – ﹤0.01% 1411
2022
Q1 		$4.2M Buy
+97,723
New +$4.73M ﹤0.01% 1435
2017
Q4 		– Sell
-215,300
Closed -$6.95M – 2256
2017
Q3 		$6.95M Buy
+215,300
New +$6.56M ﹤0.01% 1384
2016
Q4 		– Sell
-247,068
Closed -$5.71M – 2223
2016
Q3 		$5.71M Hold
247,068
– – ﹤0.01% 1340
2016
Q2 		$5.88M Sell
247,068
-52,529
-18% -$1.27M ﹤0.01% 1291
2016
Q1 		$7M Hold
299,597
– – ﹤0.01% 1255
2015
Q4 		$8.6M Hold
299,597
– – ﹤0.01% 1214
2015
Q3 		$9.57M Sell
299,597
-30,863
-9% -$924K ﹤0.01% 1179
2015
Q2 		$8.1M Sell
330,460
-33,940
-9% -$766K ﹤0.01% 1278
2015
Q1 		$6.77M Sell
364,400
-22,957
-6% -$380K ﹤0.01% 1358
2014
Q4 		$6.48M Sell
387,357
-31,643
-8% -$549K ﹤0.01% 1368
2014
Q3 		$6.75M Hold
419,000
– – ﹤0.01% 1353
2014
Q2 		$8.63M Hold
419,000
– – ﹤0.01% 1290
2014
Q1 		$9.54M Hold
419,000
– – ﹤0.01% 1266
2013
Q4 		$9.43M Buy
+419,000
New +$10.2M ﹤0.01% 1260

Other funds holding INBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $166B 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 $164M AUM

Wellington Management Group's INBK Position: Q1 2026 in Review

Wellington Management Group reduced its First Internet Bancorp (INBK) stake by 1.8% in Q1 2026, selling an estimated $22.8K and leaving 59,280 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Wellington Management Group first reported a position in INBK in Q4 2013 and has held it in 30 quarters since. The position peaked at $9.57M in Q3 2015. 117 funds tracked by Wall St. Rank hold INBK as of Q1 2026.

  • Wellington Management Group held 59,280 shares of First Internet Bancorp worth $1.21M as of Q1 2026.
  • Wellington Management Group sold 1,089 First Internet Bancorp shares in Q1 2026, an estimated $22.8K.
  • First Internet Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1642 holding.
  • Wellington Management Group first reported a position in First Internet Bancorp in Q4 2013 and has held it in 30 quarters since.
  • Wellington Management Group's First Internet Bancorp position peaked at $9.57M in Q3 2015.
  • 117 funds tracked by Wall St. Rank held First Internet Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.