Focus Partners Wealth’s Aberdeen India Fund IFN Stock Holding History

Focus Partners Wealth’s Portfolio IFN Stock Details IFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$557K	Buy	49,199 +7,510	+18%	+$98.8K	﹤0.01%	1873
2025 Q4	$572K	Sell	41,689 -1,706	-4%	-$24.8K	﹤0.01%	1898
2025 Q3	$636K	Sell	43,395 -2,315	-5%	-$35.8K	﹤0.01%	1498
2025 Q2	$756K	Sell	45,710 -4,800	-10%	-$76.3K	﹤0.01%	1259
2025 Q1	$797K	Buy	50,510 +6,363	+14%	+$99.1K	﹤0.01%	1151
2024 Q4	$695K	Sell	44,147 -2,968	-6%	-$52.1K	﹤0.01%	1186
2024 Q3	$896K	Sell	47,115 -47,669	-50%	-$871K	﹤0.01%	968
2024 Q2	$1.69M	Buy	94,784 +48,328	+104%	+$879K	0.01%	687
2024 Q1	$951K	Buy	46,456 +13,088	+39%	+$258K	0.01%	613
2023 Q4	$610K	Buy	+33,368	New	+$573K	0.01%	541

Other funds holding IFN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Focus Partners Wealth's IFN Position: Q1 2026 in Review

Focus Partners Wealth increased its Aberdeen India Fund (IFN) stake by 18% in Q1 2026, buying an estimated $98.8K and bringing the position to 49,199 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Focus Partners Wealth first reported a position in IFN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q2 2024. 70 funds tracked by Wall St. Rank hold IFN as of Q1 2026.

Focus Partners Wealth held 49,199 shares of Aberdeen India Fund worth $557K as of Q1 2026.
Focus Partners Wealth bought 7,510 Aberdeen India Fund shares in Q1 2026, an estimated $98.8K.
Aberdeen India Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1873 holding.
Focus Partners Wealth first reported a position in Aberdeen India Fund in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Aberdeen India Fund position peaked at $1.69M in Q2 2024.
70 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.