Corient Private Wealth
IBOC icon

Corient Private Wealth’s International Bancshares IBOC Stock Holding History

Corient Private Wealth’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 		$449K Sell
6,668
-6,754
-50% -$468K ﹤0.01% 2089
2025
Q4 		$892K Buy
13,422
+6,706
+100% +$454K ﹤0.01% 1946
2025
Q3 		$462K Buy
6,716
+452
+7% +$31.6K ﹤0.01% 1840
2025
Q2 		$417K Buy
6,264
+2
+0% +$125 ﹤0.01% 1798
2025
Q1 		$395K Buy
6,262
+14
+0.2% +$905 ﹤0.01% 1715
2024
Q4 		$395K Sell
6,248
-11
-0.2% -$730 ﹤0.01% 1745
2024
Q3 		$374K Buy
6,259
+22
+0.4% +$1.35K ﹤0.01% 1900
2024
Q2 		$357K Buy
6,237
+11
+0.2% +$619 ﹤0.01% 1815
2024
Q1 		$350K Hold
6,226
– – ﹤0.01% 1813
2023
Q4 		$338K Hold
6,226
– – ﹤0.01% 1806
2023
Q3 		$270K Buy
+6,226
New +$285K ﹤0.01% 1793

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T 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

Corient Private Wealth's IBOC Position: Q1 2026 in Review

Corient Private Wealth reduced its International Bancshares (IBOC) stake by 50% in Q1 2026, selling an estimated $468K and leaving 6,668 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Corient Private Wealth first reported a position in IBOC in Q3 2023 and has held it in 11 quarters since. The position peaked at $892K in Q4 2025. 292 funds tracked by Wall St. Rank hold IBOC as of Q1 2026.

  • Corient Private Wealth held 6,668 shares of International Bancshares worth $449K as of Q1 2026.
  • Corient Private Wealth sold 6,754 International Bancshares shares in Q1 2026, an estimated $468K.
  • International Bancshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2089 holding.
  • Corient Private Wealth first reported a position in International Bancshares in Q3 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's International Bancshares position peaked at $892K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held International Bancshares as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.