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Exencial Wealth Advisors’s International Bancshares IBOC Stock Holding History

Exencial 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
Q1 		$882K Sell
13,102
-1,386
-10% -$96.1K 0.03% 314
2025
Q4 		$963K Sell
14,488
-10,653
-42% -$721K 0.03% 302
2025
Q3 		$1.73M Buy
+25,141
New +$1.76M 0.06% 233

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Exencial Wealth Advisors's IBOC Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its International Bancshares (IBOC) stake by 9.6% in Q1 2026, selling an estimated $96.1K and leaving 13,102 shares worth $882K. The position accounts for 0.03% of the portfolio, ranked #314.

Exencial Wealth Advisors first reported a position in IBOC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q3 2025. 292 funds tracked by Wall St. Rank hold IBOC as of Q1 2026.

  • Exencial Wealth Advisors held 13,102 shares of International Bancshares worth $882K as of Q1 2026.
  • Exencial Wealth Advisors sold 1,386 International Bancshares shares in Q1 2026, an estimated $96.1K.
  • International Bancshares made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #314 holding.
  • Exencial Wealth Advisors first reported a position in International Bancshares in Q3 2025 and has held it in 3 quarters since.
  • Exencial Wealth Advisors's International Bancshares position peaked at $1.73M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held International Bancshares as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.