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Capital Advisors Ltd’s International Bancshares IBOC Stock Holding History

Capital Advisors Ltd’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
Q1 		$19K Hold
285
– – ﹤0.01% 682
2025
Q4 		$19K Hold
285
– – ﹤0.01% 665
2025
Q3 		$20K Hold
285
– – ﹤0.01% 644
2025
Q2 		$19K Hold
285
– – ﹤0.01% 637
2025
Q1 		$18K Hold
285
– – ﹤0.01% 628
2024
Q4 		$18K Hold
285
– – ﹤0.01% 636
2024
Q3 		$17K Hold
285
– – ﹤0.01% 634
2024
Q2 		$16K Hold
285
– – ﹤0.01% 632
2024
Q1 		$16K Hold
285
– – ﹤0.01% 626
2023
Q4 		$15K Hold
285
– – ﹤0.01% 607
2023
Q3 		$12K Hold
285
– – ﹤0.01% 649
2023
Q2 		$13K Buy
+285
New +$12.4K ﹤0.01% 643
2023
Q1 		– Sell
-285
Closed – – 1359
2022
Q4 		$0 Buy
+285
New +$13.7K ﹤0.01% 1399

Other funds holding IBOC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return