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 $53.8B AUM 19.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Congress Wealth Management's IBN Position: Q2 2025 in Review

Congress Wealth Management reduced its ICICI Bank (IBN) stake by 50% in Q2 2025, selling an estimated $1M and leaving 29,803 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #704.

Congress Wealth Management first reported a position in IBN in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.26M in Q3 2024. 570 funds tracked by Wall St. Rank hold IBN as of Q2 2025.

Congress Wealth Management held 29,803 shares of ICICI Bank worth $1M as of Q2 2025.
Congress Wealth Management sold 30,346 ICICI Bank shares in Q2 2025, an estimated $1M.
ICICI Bank made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #704 holding.
Congress Wealth Management first reported a position in ICICI Bank in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's ICICI Bank position peaked at $2.26M in Q3 2024.
570 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.