JWA
IBOC icon

JFS Wealth Advisors’s International Bancshares IBOC Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$6.38K Hold
84
– – ﹤0.01% 1184
2026
Q1 		$5.65K Sell
84
-4
-5% -$277 ﹤0.01% 1150
2025
Q4 		$5.85K Buy
88
+22
+33% +$1.49K ﹤0.01% 1177
2025
Q3 		$4.54K Hold
66
– – ﹤0.01% 1152
2025
Q2 		$4.39K Hold
66
– – ﹤0.01% 1126
2025
Q1 		$4.16K Hold
66
– – ﹤0.01% 1192
2024
Q4 		$4.17K Hold
66
– – ﹤0.01% 1193
2024
Q3 		$3.95K Buy
66
+2
+3% +$123 ﹤0.01% 1205
2024
Q2 		$3.66K Hold
64
– – ﹤0.01% 1187
2024
Q1 		$3.59K Hold
64
– – ﹤0.01% 1225
2023
Q4 		$3.48K Buy
64
+15
+31% +$696 ﹤0.01% 1205
2023
Q3 		$2.12K Sell
49
-11
-18% -$503 ﹤0.01% 1340
2023
Q2 		$2.65K Hold
60
– – ﹤0.01% 1277
2023
Q1 		$2.57K Sell
60
-3
-5% -$136 ﹤0.01% 1270
2022
Q4 		$2.88K Sell
63
-3
-5% -$144 ﹤0.01% 1228
2022
Q3 		$3K Buy
66
+19
+40% +$810 ﹤0.01% 1183
2022
Q2 		$2K Hold
47
– – ﹤0.01% 1331
2022
Q1 		$2K Buy
47
+26
+124% +$1.12K ﹤0.01% 1428
2021
Q4 		$1K Buy
+21
New +$901 ﹤0.01% 1404

Other funds holding IBOC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return