STAR Financial Bank

Q2 2026 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$245,442
Net value change ($000)
+33,548 (15.8%)
New positions
13
Sold out positions
8
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 5,323 45.2%
VTV 3,151 13.2%
VEA 2,631 26.2%
VO 2,530 27.3%
GPIX 2,091 430.2%
IJR 1,827 34.6%
IWF 1,783 13.9%
CAAA 1,536 13.7%
CLOA 1,258 11.4%
BINC 1,230 8.9%
Top Reduces (Value $000, Stocks/ETFs)
XHLF -1,973 -35.8%
GNR -1,906 -100.0%
XTWO -610 -19.5%
PEP -415 -33.3%
HON -399 -100.0%
IBDT -388 -100.0%
PFE -243 -100.0%
VZ -213 -100.0%
XOM -208 -100.0%
IBTM -206 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type