Dakota Wealth Management’s ICICI Bank IBN Stock Holding History

Dakota 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 Q3	–	Sell	-17,953	Closed	-$604K	–	726
2025 Q2	$604K	Sell	17,953 -297	-2%	-$9.83K	0.01%	483
2025 Q1	$575K	Sell	18,250 -579	-3%	-$16.8K	0.01%	485
2024 Q4	$562K	Sell	18,829 -3,549	-16%	-$107K	0.01%	481
2024 Q3	$668K	Sell	22,378 -328	-1%	-$9.55K	0.02%	450
2024 Q2	$654K	Sell	22,706 -1,067	-4%	-$28.6K	0.02%	458
2024 Q1	$628K	Buy	23,773 +1,595	+7%	+$39.8K	0.02%	468
2023 Q4	$529K	Sell	22,178 -2,096	-9%	-$48.3K	0.02%	412
2023 Q3	$561K	Sell	24,274 -126	-0.5%	-$2.96K	0.02%	382
2023 Q2	$563K	Sell	24,400 -1,381	-5%	-$31.2K	0.03%	357
2023 Q1	$556K	Buy	25,781 +8,673	+51%	+$181K	0.04%	349
2022 Q4	$374K	Buy	+17,108	New	+$381K	0.03%	407

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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return