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EverSource Wealth Advisors’s International Bancshares IBOC Stock Holding History

EverSource Wealth Advisors’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
Q2 		$16.6K Sell
218
-837
-79% -$60.8K ﹤0.01% 2581
2026
Q1 		$71K Buy
1,055
+35
+3% +$2.43K ﹤0.01% 1646
2025
Q4 		$67.8K Sell
1,020
-1,321
-56% -$89.4K ﹤0.01% 1540
2025
Q3 		$161K Hold
2,341
– – 0.01% 1018
2025
Q2 		$156K Buy
2,341
+341
+17% +$21.3K 0.01% 974
2025
Q1 		$126K Buy
+2,000
New +$129K 0.01% 826

Other funds holding IBOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its International Bancshares (IBOC) stake by 79% in Q2 2026, selling an estimated $60.8K and leaving 218 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

EverSource Wealth Advisors first reported a position in IBOC in Q1 2025 and has held it in 6 quarters since. The position peaked at $161K in Q3 2025. 301 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

  • EverSource Wealth Advisors held 218 shares of International Bancshares worth $16.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 837 International Bancshares shares in Q2 2026, an estimated $60.8K.
  • International Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2581 holding.
  • EverSource Wealth Advisors first reported a position in International Bancshares in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's International Bancshares position peaked at $161K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

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