Cape Investment Advisory’s ICICI Bank IBN Stock Holding History

Cape Investment Advisory’s Portfolio IBN Stock Details IBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-216	Closed	-$6.44K	–	642
2025 Q4	$6.44K	Sell	216 -1	-0.5%	-$31	﹤0.01%	853
2025 Q3	$6.56K	Buy	217 +90	+71%	+$2.94K	0.01%	473
2025 Q2	$4.27K	Sell	127 -139	-52%	-$4.6K	﹤0.01%	799
2025 Q1	$8.38K	Sell	266 -63	-19%	-$1.83K	﹤0.01%	639
2024 Q4	$9.82K	Hold	329	–	–	﹤0.01%	590
2024 Q3	$9.82K	Hold	329	–	–	﹤0.01%	568
2024 Q2	$9.48K	Buy	+329	New	+$8.81K	﹤0.01%	533
2024 Q1	–	Sell	-366	Closed	-$8.72K	–	1039
2023 Q4	$8.72K	Buy	+366	New	+$8.43K	﹤0.01%	695

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return