Star Financial Bank Portfolio Holdings

Star Financial Bank

  • $139 Billion
  • Q4 2024

Star Financial Bank has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $20.8B, Vanguard Value ETF with a value of $11.4B, Ishares Core S&P Mid Cap ETF with a value of $6.15B, Invesco Qqq Trust, Series 1 with a value of $5.68B, and Apple Inc. with a value of $3.72B.

Examining the 13F form we can see an decrease of $9.53B in the current position value, from $148B to 139B.

Star Financial Bank is based out at Fort Wayne, IN

Below you can find more details about Star Financial Bank portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $96.4 Billion
Technology: $9.69 Billion
Financial Services: $3.85 Billion
Industrials: $3.82 Billion
Consumer Cyclical: $3.41 Billion
Healthcare: $3.26 Billion
Consumer Defensive: $2.5 Billion
Basic Materials: $1.72 Billion
Other: $3.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.8 Billion 14.97% of portfolio
51,764
Q4 2024 Reduced 6.07%
$0
$11.4 Billion 8.19% of portfolio
67,204
Q4 2024 Added 17.23%
$0
$6.15 Billion 4.43% of portfolio
98,770
Q4 2024 Reduced 23.45%
$0
$5.68 Billion 4.09% of portfolio
11,118
Q4 2024 Added 56.26%
$3.95T
$3.72 Billion 2.68% of portfolio
14,847
Q4 2024 Reduced 19.85%
$0
$3.65 Billion 2.63% of portfolio
151,689
Q4 2024 Added 10.1%
$0
$3.16 Billion 2.28% of portfolio
132,086
Q4 2024 Added 2.17%
$0
$3.15 Billion 2.27% of portfolio
17,038
Q4 2024 Reduced 11.77%
$0
$3.09 Billion 2.22% of portfolio
26,820
Q4 2024 Added 10.07%
$3.04T
$3.01 Billion 2.17% of portfolio
7,146
Q4 2024 Reduced 19.52%
$0
$2.95 Billion 2.12% of portfolio
22,464
Q4 2024 Added 4.04%
$0
$2.77 Billion 1.99% of portfolio
111,065
Q4 2024 Added 2.48%
$0
$2.71 Billion 1.95% of portfolio
108,061
Q4 2024 Added 3.52%
$0
$2.7 Billion 1.95% of portfolio
118,527
Q4 2024 Added 2.53%
$0
$2.41 Billion 1.73% of portfolio
10,017
Q4 2024 Reduced 7.02%
$0
$2.28 Billion 1.64% of portfolio
76,207
Q4 2024 Added 58.03%
$0
$1.86 Billion 1.34% of portfolio
83,693
Q4 2024 Added 5.39%
$0
$1.86 Billion 1.34% of portfolio
81,711
Q4 2024 Added 5.39%
$0
$1.85 Billion 1.33% of portfolio
84,429
Q4 2024 Added 5.41%
$0
$1.84 Billion 1.32% of portfolio
86,202
Q4 2024 Added 5.42%
$0
$1.75 Billion 1.26% of portfolio
74,925
Q4 2024 Added 5.73%
$0
$1.75 Billion 1.26% of portfolio
91,347
Q4 2024 Added 5.67%
$17.2B
$1.72 Billion 1.24% of portfolio
15,087
Q2 2024 Reduced 14.22%
Blackrock ETF Trust Ii
-
$1.54 Billion 1.11% of portfolio
-
Q4 2024 Added 10.04%
$0
$1.51 Billion 1.09% of portfolio
11,673
Q4 2024 Reduced 11.19%
$775B
$1.36 Billion 0.98% of portfolio
5,670
Q4 2024 Reduced 6.0%
-
$1.27 Billion 0.91% of portfolio
-
Q4 2024 Added 17.11%
$2.21T
$1.06 Billion 0.76% of portfolio
4,816
Q4 2024 Reduced 35.76%
Blackrock Inc
-
$1.05 Billion 0.76% of portfolio
-
Q4 2024 New
$335B
$1.04 Billion 0.75% of portfolio
7,735
Q4 2024 Added 0.65%
$0
$1.01 Billion 0.72% of portfolio
7,608
Q3 2024 Added 1.53%
$394B
$1 Billion 0.72% of portfolio
2,574
Q4 2024 Reduced 10.56%
$0
$967 Million 0.7% of portfolio
36,991
Q4 2024 Added 7.49%
$211B
$953 Million 0.69% of portfolio
6,268
Q4 2024 Reduced 22.83%
$0
$963 Million 0.69% of portfolio
4,360
Q4 2024 Reduced 41.7%
$0
$869 Million 0.63% of portfolio
42,682
Q4 2024 Added 274.86%
$403B
$875 Million 0.63% of portfolio
5,217
Q4 2024 Reduced 27.34%
$0
$856 Million 0.62% of portfolio
14,883
Q4 2024 Added 51.9%
$0
$865 Million 0.62% of portfolio
1,469
Q4 2024 Reduced 30.67%
$0
$768 Million 0.55% of portfolio
1,349
Q4 2024 Reduced 4.93%
$1.1T
$754 Million 0.54% of portfolio
3,985
Q4 2024 Reduced 49.36%
$0
$732 Million 0.53% of portfolio
3,147
Q2 2024 Reduced 2.33%
$357B
$712 Million 0.51% of portfolio
4,009
Q4 2024 Reduced 25.19%
$224B
$693 Million 0.5% of portfolio
2,391
Q4 2024 Reduced 5.75%
$0
$679 Million 0.49% of portfolio
1,260
Q3 2024 New
$142B
$673 Million 0.48% of portfolio
2,978
Q4 2024 Reduced 36.89%
-
$647 Million 0.47% of portfolio
-
Q3 2024 New
$424B
$660 Million 0.47% of portfolio
4,561
Q4 2024 Reduced 32.79%
Dimensional ETF Trust
-
$657 Million 0.47% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $139 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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