AIS
IFN

Advocate Investing Services’s Aberdeen India Fund IFN Stock Holding History

Advocate Investing Services’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$983K Sell
83,668
-12,262
-13% -$142K 0.76% 32
2026
Q1 		$1.09M Buy
95,930
+22,946
+31% +$302K 0.92% 26
2025
Q4 		$1M Buy
+72,984
New +$1.06M 0.9% 28

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advocate Investing Services's IFN Position: Q2 2026 in Review

Advocate Investing Services reduced its Aberdeen India Fund (IFN) stake by 13% in Q2 2026, selling an estimated $142K and leaving 83,668 shares worth $983K. The position accounts for 0.76% of the portfolio, ranked #32.

Advocate Investing Services first reported a position in IFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 67 funds tracked by Wall St. Rank hold IFN as of Q2 2026.

  • Advocate Investing Services held 83,668 shares of Aberdeen India Fund worth $983K as of Q2 2026.
  • Advocate Investing Services sold 12,262 Aberdeen India Fund shares in Q2 2026, an estimated $142K.
  • Aberdeen India Fund made up 0.76% of Advocate Investing Services's portfolio in Q2 2026, its #32 holding.
  • Advocate Investing Services first reported a position in Aberdeen India Fund in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Aberdeen India Fund position peaked at $1.09M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.