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Independent Financial Group’s Alibaba BABA Stock Holding History

Independent Financial Group’s Portfolio BABA Stock Details BABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$974K Sell
10,152
-1,765
-15% -$221K 0.02% 702
2026
Q1 		$1.5M Sell
11,917
-8,708
-42% -$1.31M 0.03% 492
2025
Q4 		$3.02M Buy
20,625
+1,482
+8% +$241K 0.07% 280
2025
Q3 		$3.42M Buy
19,143
+8,080
+73% +$1.06M 0.08% 229
2025
Q2 		$1.25M Buy
11,063
+1,466
+15% +$174K 0.03% 478
2025
Q1 		$1.27M Sell
9,597
-604
-6% -$69.6K 0.04% 418
2024
Q4 		$865K Buy
10,201
+3,057
+43% +$289K 0.03% 516
2024
Q3 		$758K Sell
7,144
-2,532
-26% -$207K 0.03% 521
2024
Q2 		$697K Buy
9,676
+1
+0% +$77 0.03% 498
2024
Q1 		$700K Buy
9,675
+1,603
+20% +$117K 0.03% 479
2023
Q4 		$626K Sell
8,072
-1,893
-19% -$151K 0.03% 496
2023
Q3 		$864K Buy
9,965
+1,724
+21% +$158K 0.06% 351
2023
Q2 		$687K Buy
8,241
+400
+5% +$35K 0.05% 395
2023
Q1 		$801K Sell
7,841
-1,976
-20% -$198K 0.06% 338
2022
Q4 		$865K Buy
9,817
+885
+10% +$69.8K 0.07% 275
2022
Q3 		$714K Buy
8,932
+2,818
+46% +$268K 0.06% 304
2022
Q2 		$695K Buy
6,114
+817
+15% +$80.1K 0.07% 299
2022
Q1 		$576K Sell
5,297
-1,473
-22% -$170K 0.05% 386
2021
Q4 		$804K Buy
6,770
+873
+15% +$127K 0.07% 306
2021
Q3 		$873K Sell
5,897
-638
-10% -$116K 0.09% 245
2021
Q2 		$1.48M Buy
6,535
+2,520
+63% +$560K 0.16% 146
2021
Q1 		$910K Sell
4,015
-1,953
-33% -$480K 0.12% 196
2020
Q4 		$1.39M Buy
5,968
+999
+20% +$277K 0.2% 126
2020
Q3 		$1.46M Buy
4,969
+122
+3% +$32.1K 0.27% 83
2020
Q2 		$1.05M Sell
4,847
-2,567
-35% -$535K 0.23% 111
2020
Q1 		$1.44M Buy
+7,414
New +$1.55M 0.42% 50

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Independent Financial Group's BABA Position: Q2 2026 in Review

Independent Financial Group reduced its Alibaba (BABA) stake by 15% in Q2 2026, selling an estimated $221K and leaving 10,152 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #702.

Independent Financial Group first reported a position in BABA in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.42M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

  • Independent Financial Group held 10,152 shares of Alibaba worth $974K as of Q2 2026.
  • Independent Financial Group sold 1,765 Alibaba shares in Q2 2026, an estimated $221K.
  • Alibaba made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #702 holding.
  • Independent Financial Group first reported a position in Alibaba in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Alibaba position peaked at $3.42M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.