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 Q2	$1.65M	Buy	59,313 +33	+0.1%	+$800	﹤0.01%	1667
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 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

Wellington Management Group's INBK Position: Q2 2026 in Review

Wellington Management Group increased its First Internet Bancorp (INBK) stake by 0.06% in Q2 2026, buying an estimated $800 and bringing the position to 59,313 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Wellington Management Group first reported a position in INBK in Q4 2013 and has held it in 31 quarters since. The position peaked at $9.57M in Q3 2015. 119 funds tracked by Wall St. Rank hold INBK as of Q2 2026.

Wellington Management Group held 59,313 shares of First Internet Bancorp worth $1.65M as of Q2 2026.
Wellington Management Group bought 33 First Internet Bancorp shares in Q2 2026, an estimated $800.
First Internet Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1667 holding.
Wellington Management Group first reported a position in First Internet Bancorp in Q4 2013 and has held it in 31 quarters since.
Wellington Management Group's First Internet Bancorp position peaked at $9.57M in Q3 2015.
119 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.