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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
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

GQG Partners
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EP Wealth Advisors's IBN Position: Q1 2026 in Review

EP Wealth Advisors reduced its ICICI Bank (IBN) stake by 26% in Q1 2026, selling an estimated $154K and leaving 15,213 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

EP Wealth Advisors first reported a position in IBN in Q2 2022 and has held it in 5 quarters since. The position peaked at $610K in Q4 2025. 542 funds tracked by Wall St. Rank hold IBN as of Q1 2026.

  • EP Wealth Advisors held 15,213 shares of ICICI Bank worth $394K as of Q1 2026.
  • EP Wealth Advisors sold 5,263 ICICI Bank shares in Q1 2026, an estimated $154K.
  • ICICI Bank made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1013 holding.
  • EP Wealth Advisors first reported a position in ICICI Bank in Q2 2022 and has held it in 5 quarters since.
  • EP Wealth Advisors's ICICI Bank position peaked at $610K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.