Congress Wealth Management’s ICICI Bank IBN Stock Holding History

Congress Wealth Management’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
2025 Q2	$1M	Sell	29,803 -30,346	-50%	-$1M	0.01%	704
2025 Q1	$1.9M	Sell	60,149 -8,117	-12%	-$236K	0.02%	506
2024 Q4	$2.04M	Sell	68,266 -7,345	-10%	-$222K	0.03%	411
2024 Q3	$2.26M	Sell	75,611 -1,611	-2%	-$46.9K	0.03%	402
2024 Q2	$2.22M	Sell	77,222 -1,338	-2%	-$35.8K	0.04%	342
2024 Q1	$2.07M	Sell	78,560 -5,731	-7%	-$143K	0.04%	311
2023 Q4	$2.01M	Sell	84,291 -517	-0.6%	-$11.9K	0.04%	312
2023 Q3	$1.96M	Buy	84,808 +3,837	+5%	+$90.3K	0.04%	304
2023 Q2	$1.87M	Buy	80,971 +52,441	+184%	+$1.19M	0.04%	272
2023 Q1	$616K	Buy	28,530 +13,909	+95%	+$290K	0.01%	393
2022 Q4	$320K	Buy	+14,621	New	+$326K	0.01%	466
2022 Q1	–	Sell	-33,324	Closed	-$659K	–	616
2021 Q4	$659K	Buy	+33,324	New	+$659K	0.01%	428

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 $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Dimensional Fund Advisors

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