EP Wealth Advisors’s ICICI Bank IBN Stock Holding History

EP Wealth Advisors’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
2026 Q2	$386K	Sell	13,307 -1,906	-13%	-$51.5K	﹤0.01%	1153
2026 Q1	$394K	Sell	15,213 -5,263	-26%	-$154K	﹤0.01%	1013
2025 Q4	$610K	Buy	+20,476	New	+$628K	﹤0.01%	786
2025 Q2	$334K	Buy	9,933 +2,517	+34%	+$83.3K	﹤0.01%	958
2025 Q1	$234K	Buy	+7,416	New	+$215K	﹤0.01%	1052
2022 Q3	–	Sell	-10,335	Closed	-$183K	–	457
2022 Q2	$183K	Buy	+10,335	New	+$193K	﹤0.01%	589

Other funds holding IBN

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

EP Wealth Advisors's IBN Position: Q2 2026 in Review

EP Wealth Advisors reduced its ICICI Bank (IBN) stake by 13% in Q2 2026, selling an estimated $51.5K and leaving 13,307 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

EP Wealth Advisors first reported a position in IBN in Q2 2022 and has held it in 6 quarters since. The position peaked at $610K in Q4 2025. 519 funds tracked by Wall St. Rank hold IBN as of Q2 2026.

EP Wealth Advisors held 13,307 shares of ICICI Bank worth $386K as of Q2 2026.
EP Wealth Advisors sold 1,906 ICICI Bank shares in Q2 2026, an estimated $51.5K.
ICICI Bank made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1153 holding.
EP Wealth Advisors first reported a position in ICICI Bank in Q2 2022 and has held it in 6 quarters since.
EP Wealth Advisors's ICICI Bank position peaked at $610K in Q4 2025.
519 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.