NEVILLE RODIE & SHAW INC ONB — OLD NATL BANCORP OF INDIANA

Ownership history in NEVILLE RODIE & SHAW INC  ·  7 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported OLD NATL BANCORP OF INDIANA (ONB) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows ONB at 0.03% 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.

What this ONB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEVILLE RODIE & SHAW INC's position in OLD NATL BANCORP OF INDIANA, 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
2026 Q2

ONB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

ONB stock page NEVILLE RODIE & SHAW INC fund profile NEVILLE RODIE & SHAW INC full holdings
How NEVILLE RODIE & SHAW INC held ONB — position size vs. price
% of Fund (quarterly)    ONB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 16,403 — 0% 0.03% $425 2026-07-06 $26.45
2026 Q1 UNCHANGED — — — 16,403 — 0% 0.03% $363 2026-04-01 $22.33
2025 Q4 UNCHANGED — — — 16,403 — 0% 0.03% $366K 2026-01-06 $23.10
2025 Q3 REDUCED 15.5% +4.5% ❌ 16,403 -3,000 -15.5% 0.03% $360K 2025-10-01 $21.53
2025 Q2 REDUCED 35.4% +3.8% ❌ 19,403 -10,629 -35.4% 0.03% $414K 2025-07-02 $22.09
2025 Q1 UNCHANGED — — — 30,032 — 0% 0.05% $636K 2025-04-01 $20.50
2024 Q4 INITIATED — — — 30,032 — — 0.05% $652K 2025-01-06 $20.60

🏢 Other funds also holding ONB

As of 2026 Q2 — sorted by position size

Strategic Investment Solutions, Inc. /IL 3Y 0.11% Trust Point Inc. 0.02% FNY Investment Advisers, LLC 3Y 7Y 0.02% Valeo Financial Advisors, LLC 3Y 7Y 0.01% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Retirement Wealth Solutions LLC 0.0% Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About NEVILLE RODIE & SHAW INC and ONB

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

How long has NEVILLE RODIE & SHAW INC reported owning ONB?

NEVILLE RODIE & SHAW INC reported ONB across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ONB position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for ONB was 0.05% in 2025 Q1.

What is the latest reported ONB position on this page?

The most recent filing on this page is 2026 Q2, when NEVILLE RODIE & SHAW INC reported 16,403 shares, equal to 0.03% of portfolio, with an estimated market value of $425.

What does the chart on this ONB ownership page compare?

The chart compares NEVILLE RODIE & SHAW INC's quarterly ONB 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.

How well did NEVILLE RODIE & SHAW INC time their ONB position?

Based on 13F filing dates vs. subsequent ONB price moves, NEVILLE RODIE & SHAW INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ONB relative to SPY over the holding period was +0.0%.

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