Star Financial Bank
STAR Financial Bank is a community-focused financial institution headquartered in Fort Wayne, Indiana. Founded in 1943, STAR operates approximately 37 banking centers across central and northeast Indiana. It is one of Indiana’s largest independent banks, family-owned and deeply committed to providing personalized banking services for local businesses and individuals. STAR employs a modern yet locally-rooted approach, emphasizing long-term relationships with small and medium-sized businesses while empowering community development. As of 2023, STAR manages about $3.11 billion in assets and serves a diverse range of commercial and consumer clients, with an employee count estimated between 250 and 500.
Investment Strategy
STAR Financial Bank’s investment approach is driven by a focus on personalized solutions for businesses and individuals, emphasizing relationship-driven banking and local economic empowerment. For business clients, STAR provides flexible financing through term loans, lines of credit, SBA loans, and equipment financing, with a willingness to tailor loan structures and approval processes to customer needs. The bank’s wealth management team offers customized advice and solutions, including asset allocation in equities, fixed income, real estate, private equity, and commodities, matching each client’s risk tolerance and financial objectives. The bank also leverages technology and financial innovation to improve client experience, and actively supports local business growth and community engagement.
Latest 13F Filing Activity
Star Financial Bank filed their most recent 13F report on Jun 30, 2025 disclosing 108 equity positions with a total 13F market value of $158M. The fund increased holdings in Ishares Russell 1000 Growth Etf, JPMorgan Equity Premium Income Etf, Blackrock Etf Trust II among other positions. Star Financial Bank reduced exposure to Invesco QQQ Trust Series 1, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES RUSSELL 1000 GROWTH ETF | 12.75% | $20.1M | 47,349 | $238.59 | $424.58 | +$3.8M |
V VTV | VANGUARD VALUE ETF | 8.87% | $14.0M | 79,142 | $157.83 | $176.74 | +$1.6M |
I IJH | ISHARES CORE S&P MIDCAP ETF | 3.02% | $4.8M | 76,861 | $48.41 | $62.02 | -$171.8K |
J JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 2.66% | $4.2M | 73,696 | $56.66 | $56.85 | +$3.4M |
H HAWX | ISHARES TR | 2.34% | $3.7M | 104,386 | $33.65 | $35.35 | +$574.7K |