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 Q2	$22K	Hold	285	–	–	﹤0.01%	669
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Advisors Ltd's IBOC Position: Q2 2026 in Review

Capital Advisors Ltd held its International Bancshares (IBOC) position steady in Q2 2026 at 285 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Capital Advisors Ltd first reported a position in IBOC in Q4 2022 and has held it in 14 quarters since. 302 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

Capital Advisors Ltd held 285 shares of International Bancshares worth $22K as of Q2 2026.
Capital Advisors Ltd left its International Bancshares share count unchanged in Q2 2026.
International Bancshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #669 holding.
Capital Advisors Ltd first reported a position in International Bancshares in Q4 2022 and has held it in 14 quarters since.
302 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.