IFC & Insurance Marketing
SSII icon

IFC & Insurance Marketing’s SS Innovations International SSII Stock Holding History

IFC & Insurance Marketing’s Portfolio SSII Stock Details SSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.5K Sell
18,305
-350
-2% -$1.24K 0.05% 85
2026
Q2 		$77.4K Buy
18,655
+1,925
+12% +$7.82K 0.07% 76
2026
Q1 		$83.6K Buy
16,730
+5,400
+48% +$25.9K 0.09% 68
2025
Q4 		$64K Buy
+11,330
New +$78.3K 0.06% 146

Other funds holding SSII

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
AlphaCentric Advisors
AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IFC & Insurance Marketing's SSII Position: Q3 2026 in Review

IFC & Insurance Marketing reduced its SS Innovations International (SSII) stake by 1.9% in Q3 2026, selling an estimated $1.24K and leaving 18,305 shares worth $54.5K. The position accounts for 0.05% of the portfolio, ranked #85.

IFC & Insurance Marketing first reported a position in SSII in Q4 2025 and has held it in 4 quarters since. The position peaked at $83.6K in Q1 2026. 9 funds tracked by Wall St. Rank hold SSII as of Q3 2026.

  • IFC & Insurance Marketing held 18,305 shares of SS Innovations International worth $54.5K as of Q3 2026.
  • IFC & Insurance Marketing sold 350 SS Innovations International shares in Q3 2026, an estimated $1.24K.
  • SS Innovations International made up 0.05% of IFC & Insurance Marketing's portfolio in Q3 2026, its #85 holding.
  • IFC & Insurance Marketing first reported a position in SS Innovations International in Q4 2025 and has held it in 4 quarters since.
  • IFC & Insurance Marketing's SS Innovations International position peaked at $83.6K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held SS Innovations International as of Q3 2026.

Based on IFC & Insurance Marketing's 13F filing for Q3 2026, filed 16 Oct 2026.