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Hennion & Walsh Asset Management’s International Bancshares IBOC Stock Holding History

Hennion & Walsh Asset Management’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
2025
Q4 		– Sell
-6,817
Closed -$469K – 964
2025
Q3 		$469K Buy
6,817
+558
+9% +$39K 0.02% 722
2025
Q2 		$417K Buy
6,259
+39
+0.6% +$2.43K 0.02% 731
2025
Q1 		$392K Sell
6,220
-54
-0.9% -$3.49K 0.02% 704
2024
Q4 		$396K Buy
6,274
+649
+12% +$43.1K 0.02% 695
2024
Q3 		$336K Buy
5,625
+208
+4% +$12.8K 0.02% 716
2024
Q2 		$310K Buy
+5,417
New +$305K 0.02% 715
2023
Q4 		– Sell
-7,276
Closed -$315K – 836
2023
Q3 		$315K Sell
7,276
-758
-9% -$34.7K 0.02% 636
2023
Q2 		$355K Sell
8,034
-151
-2% -$6.57K 0.02% 608
2023
Q1 		$350K Sell
8,185
-166
-2% -$7.55K 0.02% 597
2022
Q4 		$382K Sell
8,351
-134
-2% -$6.45K 0.02% 558
2022
Q3 		$361K Sell
8,485
-266
-3% -$11.3K 0.02% 554
2022
Q2 		$351K Buy
8,751
+769
+10% +$31.4K 0.02% 584
2022
Q1 		$337K Buy
+7,982
New +$343K 0.02% 615

Other funds holding IBOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Hennion & Walsh Asset Management's IBOC Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of International Bancshares (IBOC) in Q4 2025, closing a stake of 6,817 shares — an estimated $469K sold.

Hennion & Walsh Asset Management first reported a position in IBOC in Q1 2022 and held it in 13 quarters. The position peaked at $469K in Q3 2025. 265 funds tracked by Wall St. Rank hold IBOC as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining International Bancshares position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 6,817 International Bancshares shares in Q4 2025, an estimated $469K.
  • Hennion & Walsh Asset Management first reported a position in International Bancshares in Q1 2022 and held it in 13 quarters.
  • Hennion & Walsh Asset Management's International Bancshares position peaked at $469K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held International Bancshares as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.