AssetMark Inc’s International Bancshares IBOC Stock Holding History

AssetMark Inc’s Portfolio IBOC Stock Details IBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.18K	Buy	55 +17	+45%	+$1.23K	﹤0.01%	2750
2026 Q1	$2.56K	Buy	38 +27	+245%	+$1.87K	﹤0.01%	2786
2025 Q4	$731	Hold	11	–	–	﹤0.01%	3016
2025 Q3	$756	Sell	11 -2	-15%	-$140	﹤0.01%	2850
2025 Q2	$865	Buy	13 +2	+18%	+$125	﹤0.01%	2642
2025 Q1	$694	Hold	11	–	–	﹤0.01%	2357
2024 Q4	$695	Buy	+11	New	+$730	﹤0.01%	2321
2023 Q3	–	Sell	-6,498	Closed	-$287K	–	1770
2023 Q2	$287K	Sell	6,498 -121	-2%	-$5.26K	﹤0.01%	792
2023 Q1	$283K	Buy	+6,619	New	+$301K	﹤0.01%	786

Other funds holding IBOC

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Tamar Securities Woodland Hills, California $1.07B AUM 26.86% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's IBOC Position: Q2 2026 in Review

AssetMark Inc increased its International Bancshares (IBOC) stake by 45% in Q2 2026, buying an estimated $1.23K and bringing the position to 55 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

AssetMark Inc first reported a position in IBOC in Q1 2023 and has held it in 9 quarters since. The position peaked at $287K in Q2 2023. 102 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

AssetMark Inc held 55 shares of International Bancshares worth $4.18K as of Q2 2026.
AssetMark Inc bought 17 International Bancshares shares in Q2 2026, an estimated $1.23K.
International Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2750 holding.
AssetMark Inc first reported a position in International Bancshares in Q1 2023 and has held it in 9 quarters since.
AssetMark Inc's International Bancshares position peaked at $287K in Q2 2023.
102 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.