STAR Financial Bank

Q1 2026 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$211,894
Net value change ($000)
+16,181 (8.3%)
New positions
12
Sold out positions
15
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOVT 10,423 372.3%
AGG 7,863 510.6%
VUG 7,703 189.6%
VEA 6,114 155.7%
VO 5,032 119.0%
VTV 3,937 19.7%
BINC 3,739 36.9%
SCHD 2,951 1392.0%
CAAA 2,147 23.7%
GNR 1,906 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWF -8,280 -39.3%
XTWO -7,241 -69.8%
HAWX -3,345 -90.4%
HDV -3,114 -91.9%
XTWY -2,301 -57.4%
DCOR -2,039 -100.0%
IBDS -1,555 -87.0%
SPSB -1,513 -40.8%
BAB -1,445 -81.0%
IBDT -1,072 -73.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type