STAR Financial Bank

Q3 2026 13F-HR Holdings

Location
Fort Wayne, IN
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$247,732
Net value change ($000)
+2,290 (0.9%)
New positions
9
Sold out positions
6
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,985 11.6%
GLD 1,119 NEW
MSFT 866 36.2%
TBLL 763 NEW
AAPL 559 15.1%
XHLF 531 15.0%
VGT 499 NEW
VEA 428 3.4%
CLOA 379 3.1%
PLTM 307 NEW
Top Reduces (Value $000, Stocks/ETFs)
XTWY -562 -35.8%
QQQ -468 -13.5%
SCHD -425 -12.8%
IJR -379 -5.3%
GPIX -377 -14.6%
CATH -323 -100.0%
IEFA -258 -11.0%
MAR -245 -100.0%
VTV -242 -0.9%
CAT -235 -26.1%
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