Position in ONB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$276,845
+$40,619 QoQ
Shares Held
10,689
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#297
of 455 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ONB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Caldwell Trust Co holds $5,965,239 across 21 Banks - Regional names. ONB ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
12,578 | $2,080,275 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,487,015 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,652 | $652,975 | |
| 4 | TFC |
Truist Financial Corp
|
7,844 | $390,788 | |
| 5 | ONB |
Old National Bancorp /In/
This page
|
10,689 | $276,845 | |
| 6 | FITB |
Fifth Third Bancorp
|
4,452 | $250,959 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $199,302 | |
| 8 | USB |
US Bancorp De
|
2,603 | $157,221 |
All Filings in ONB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,845 | 10,689 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $236,226 | 10,689 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $238,471 | 10,689 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $234,623 | 10,689 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $228,103 | 10,689 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $226,499 | 10,689 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $232,058 | 10,689 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $199,456 | 10,689 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $183,743 | 10,689 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $186,095 | 10,689 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $180,537 | 10,689 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $155,418 | 10,689 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $149,004 | 10,689 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $154,135 | 10,689 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||