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Independent Financial Group’s SLB Ltd SLB Stock Holding History

Independent Financial Group’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Sell
5,876
-1,331
-18% -$71.3K 0.01% 1296
2026
Q1 		$370K Buy
7,207
+482
+7% +$23.4K 0.01% 1064
2025
Q4 		$258K Sell
6,725
-2,539
-27% -$92K 0.01% 1224
2025
Q3 		$318K Sell
9,264
-2,178
-19% -$75.8K 0.01% 1065
2025
Q2 		$387K Buy
11,442
+1,361
+14% +$47.2K 0.01% 898
2025
Q1 		$421K Sell
10,081
-4,658
-32% -$191K 0.01% 777
2024
Q4 		$565K Buy
+14,739
New +$619K 0.02% 652
2024
Q2 		– Sell
-8,337
Closed -$457K – 1143
2024
Q1 		$457K Buy
8,337
+426
+5% +$21.5K 0.02% 621
2023
Q4 		$412K Buy
7,911
+559
+8% +$30.4K 0.02% 616
2023
Q3 		$429K Buy
+7,352
New +$426K 0.03% 542
2020
Q4 		– Sell
-10,501
Closed -$163K – 601
2020
Q3 		$163K Buy
+10,501
New +$195K 0.03% 471

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Independent Financial Group reduced its SLB Ltd (SLB) stake by 18% in Q2 2026, selling an estimated $71.3K and leaving 5,876 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1296.

Independent Financial Group first reported a position in SLB in Q3 2020 and has held it in 11 quarters since. The position peaked at $565K in Q4 2024. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Independent Financial Group held 5,876 shares of SLB Ltd worth $273K as of Q2 2026.
  • Independent Financial Group sold 1,331 SLB Ltd shares in Q2 2026, an estimated $71.3K.
  • SLB Ltd made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1296 holding.
  • Independent Financial Group first reported a position in SLB Ltd in Q3 2020 and has held it in 11 quarters since.
  • Independent Financial Group's SLB Ltd position peaked at $565K in Q4 2024.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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