Position in INBK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$672,760
+$171,514 QoQ
Shares Held
24,200
-1.6% QoQ
Ownership
0.278%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2
of 16 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $28,261,361 across 24 Banks - Regional names. INBK ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBIN |
Merchants Bancorp
|
226,998 | $11,349,900 | |
| 2 | TCBX |
Third Coast Bancshares, Inc.
|
78,616 | $3,176,086 | |
| 3 | THFF |
First Financial Corp /In/
|
22,277 | $1,725,130 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
6,146 | $1,513,268 | |
| 5 | USB |
US Bancorp \De\
|
20,006 | $1,208,362 | |
| 6 | GABC |
German American Bancorp, Inc.
|
19,877 | $943,362 | |
| 7 | TFC |
Truist Financial Corp
|
16,883 | $841,111 | |
| 8 | FITB |
Fifth Third Bancorp
|
14,502 | $817,477 |
All Filings in INBK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,760 | 24,200 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $501,246 | 24,595 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $513,005 | 24,581 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $545,452 | 24,318 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $653,858 | 24,307 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $650,620 | 24,295 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $874,053 | 24,286 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $831,764 | 24,278 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $647,588 | 23,967 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $811,561 | 23,361 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $639,317 | 26,429 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $436,211 | 26,910 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $433,174 | 29,170 | Shares | Sole | 2023-07-14 | |
| 2022-09-30 | $267,866 | 7,911 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $291,209 | 7,909 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $340,123 | 7,908 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $357,833 | 7,607 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $237,155 | 7,606 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $162,163 | 4,603 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $132,261 | 4,602 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $90,412 | 6,138 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $118,633 | 7,138 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $108,995 | 6,638 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||