EWA
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EverSource Wealth Advisors’s ICICI Bank IBN Stock Holding History

EverSource 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 		$291K Sell
10,025
-10,232
-51% -$277K 0.01% 817
2026
Q1 		$525K Buy
20,257
+3,648
+22% +$107K 0.02% 590
2025
Q4 		$495K Buy
16,609
+70
+0.4% +$2.15K 0.02% 545
2025
Q3 		$500K Sell
16,539
-844
-5% -$27.6K 0.02% 506
2025
Q2 		$585K Buy
17,383
+4,844
+39% +$160K 0.03% 400
2025
Q1 		$395K Sell
12,539
-903
-7% -$26.2K 0.02% 440
2024
Q4 		$401K Buy
13,442
+294
+2% +$8.88K 0.02% 422
2024
Q3 		$392K Sell
13,148
-5,111
-28% -$149K 0.02% 382
2024
Q2 		$532K Buy
18,259
+3,306
+22% +$88.6K 0.04% 299
2024
Q1 		$412K Buy
14,953
+1,822
+14% +$45.5K 0.03% 310
2023
Q4 		$313K Buy
13,131
+176
+1% +$4.05K 0.03% 330
2023
Q3 		$300K Sell
12,955
-129
-1% -$3.04K 0.03% 305
2023
Q2 		$302K Buy
13,084
+3,250
+33% +$73.5K 0.03% 311
2023
Q1 		$212K Sell
9,834
-4,417
-31% -$92.2K 0.03% 359
2022
Q4 		$312K Buy
14,251
+3,059
+27% +$68.1K 0.05% 273
2022
Q3 		$236K Buy
11,192
+1,293
+13% +$27.3K 0.05% 276
2022
Q2 		$175K Buy
9,899
+7,614
+333% +$142K 0.05% 275
2022
Q1 		$43K Buy
2,285
+1,050
+85% +$21K 0.01% 497
2021
Q4 		$25K Buy
+1,235
New +$24.4K 0.01% 597

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its ICICI Bank (IBN) stake by 51% in Q2 2026, selling an estimated $277K and leaving 10,025 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #817.

EverSource Wealth Advisors first reported a position in IBN in Q4 2021 and has held it in 19 quarters since. The position peaked at $585K in Q2 2025. 516 funds tracked by Wall St. Rank hold IBN as of Q2 2026.

  • EverSource Wealth Advisors held 10,025 shares of ICICI Bank worth $291K as of Q2 2026.
  • EverSource Wealth Advisors sold 10,232 ICICI Bank shares in Q2 2026, an estimated $277K.
  • ICICI Bank made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #817 holding.
  • EverSource Wealth Advisors first reported a position in ICICI Bank in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's ICICI Bank position peaked at $585K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.