Claris Advisors’s International Bancshares IBOC Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-4	Closed	-$239	–	561
2024 Q3	$239	Buy	+4	New	+$246	﹤0.01%	910

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claris Advisors's IBOC Position: Q4 2024 in Review

Claris Advisors sold out of International Bancshares (IBOC) in Q4 2024, closing a stake of 4 shares — an estimated $239 sold.

Claris Advisors first reported a position in IBOC in Q3 2024 and held it in 1 quarter. The position peaked at $239 in Q3 2024. 242 funds tracked by Wall St. Rank hold IBOC as of Q4 2024.

Claris Advisors reported no remaining International Bancshares position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 International Bancshares shares in Q4 2024, an estimated $239.
Claris Advisors first reported a position in International Bancshares in Q3 2024 and held it in 1 quarter.
Claris Advisors's International Bancshares position peaked at $239 in Q3 2024.
242 funds tracked by Wall St. Rank held International Bancshares as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.