FSFG FIRST SVGS FINL GROUP COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  69 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported FIRST SVGS FINL GROUP COMMON (FSFG) in 69 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.93% in 2025 Q3. The latest visible filing shows FSFG at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FSFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in FIRST SVGS FINL GROUP COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FSFG was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LYNCH & ASSOCIATES/IN held FSFG — position size vs. price
% of Fund (quarterly)    FSFG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 152,500 0% 0.92% $4.9M 2026-02-14 (Est.) $33.98
2025 Q3 REDUCED 152,500 -498 -0.3% 0.93% $4.8M 2025-10-07 $31.32
2025 Q2 REDUCED 152,998 -2 -0.0% 0.77% $3.8M 2025-07-15 $25.66
2025 Q1 UNCHANGED 153,000 0% 0.85% $3.9M 2025-04-17 $23.23
2024 Q4 UNCHANGED 153,000 0% 0.88% $4.1M 2025-01-10 $24.31
2024 Q3 UNCHANGED 153,000 0% 0.77% $3.6M 2024-10-15 $23.62
2024 Q2 UNCHANGED 153,000 0% 0.61% $2.7M 2024-08-06 $20.71
2024 Q1 UNCHANGED 153,000 0% 0.59% $2.6M 2024-04-09 $15.31
2023 Q4 UNCHANGED 153,000 0% 0.62% $2.6M 2024-01-08 $16.13
2023 Q3 UNCHANGED 153,000 0% 0.59% $2.3M 2023-10-24 $14.27
59 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and FSFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning FSFG?

LYNCH & ASSOCIATES/IN reported FSFG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FSFG position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for FSFG was 0.93% in 2025 Q3.

What is the latest reported FSFG position on this page?

The most recent filing on this page is 2025 Q4, when LYNCH & ASSOCIATES/IN reported 152,500 shares, equal to 0.92% of portfolio, with an estimated market value of $4.9M.

What does the chart on this FSFG ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly FSFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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