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JFS Wealth Advisors’s ICICI Bank IBN Stock Holding History

JFS Wealth Advisors’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.3K Sell
2,249
-4
-0.2% -$108 ﹤0.01% 498
2026
Q1 		$58.4K Sell
2,253
-517
-19% -$15.2K ﹤0.01% 488
2025
Q4 		$82.5K Hold
2,770
– – ﹤0.01% 441
2025
Q3 		$83.7K Sell
2,770
-92
-3% -$3K ﹤0.01% 429
2025
Q2 		$96.3K Buy
2,862
+161
+6% +$5.33K 0.01% 377
2025
Q1 		$85.1K Sell
2,701
-120
-4% -$3.48K 0.01% 386
2024
Q4 		$84.2K Sell
2,821
-54
-2% -$1.63K 0.01% 383
2024
Q3 		$85.8K Buy
2,875
+526
+22% +$15.3K 0.01% 386
2024
Q2 		$67.7K Sell
2,349
-18
-0.8% -$482 0.01% 377
2024
Q1 		$62.5K Buy
2,367
+237
+11% +$5.92K 0.01% 386
2023
Q4 		$50.8K Buy
2,130
+117
+6% +$2.69K ﹤0.01% 401
2023
Q3 		$46.5K Hold
2,013
– – ﹤0.01% 385
2023
Q2 		$46.5K Buy
2,013
+81
+4% +$1.83K ﹤0.01% 379
2023
Q1 		$41.7K Sell
1,932
-120
-6% -$2.5K ﹤0.01% 392
2022
Q4 		$44.9K Sell
2,052
-1,035
-34% -$23.1K ﹤0.01% 380
2022
Q3 		$65K Buy
3,087
+1,994
+182% +$42.1K 0.01% 338
2022
Q2 		$19K Sell
1,093
-329
-23% -$6.15K ﹤0.01% 598
2022
Q1 		$27K Buy
1,422
+829
+140% +$16.6K ﹤0.01% 536
2021
Q4 		$12K Buy
+593
New +$11.7K ﹤0.01% 660

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's IBN Position: Q2 2026 in Review

JFS Wealth Advisors reduced its ICICI Bank (IBN) stake by 0.18% in Q2 2026, selling an estimated $108 and leaving 2,249 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

JFS Wealth Advisors first reported a position in IBN in Q4 2021 and has held it in 19 quarters since. The position peaked at $96.3K in Q2 2025. 516 funds tracked by Wall St. Rank hold IBN as of Q2 2026.

  • JFS Wealth Advisors held 2,249 shares of ICICI Bank worth $65.3K as of Q2 2026.
  • JFS Wealth Advisors sold 4 ICICI Bank shares in Q2 2026, an estimated $108.
  • ICICI Bank made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #498 holding.
  • JFS Wealth Advisors first reported a position in ICICI Bank in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's ICICI Bank position peaked at $96.3K in Q2 2025.
  • 516 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.