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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JFS Wealth Advisors held its International Bancshares (IBOC) position steady in Q2 2026 at 84 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

JFS Wealth Advisors first reported a position in IBOC in Q4 2021 and has held it in 19 quarters since. 300 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

JFS Wealth Advisors held 84 shares of International Bancshares worth $6.38K as of Q2 2026.
JFS Wealth Advisors left its International Bancshares share count unchanged in Q2 2026.
International Bancshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1184 holding.
JFS Wealth Advisors first reported a position in International Bancshares in Q4 2021 and has held it in 19 quarters since.
300 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

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