Jupiter Asset Management’s International Bancshares IBOC Stock Holding History

Jupiter Asset Management’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
2025 Q1	–	Sell	-8,958	Closed	-$566K	–	472
2024 Q4	$566K	Sell	8,958 -21,574	-71%	-$1.43M	0.01%	350
2024 Q3	$1.83M	Hold	30,532	–	–	0.02%	325
2024 Q2	$1.75M	Sell	30,532 -97,250	-76%	-$5.47M	0.02%	321
2024 Q1	$7.17M	Buy	127,782 +28,070	+28%	+$1.49M	0.07%	237
2023 Q4	$5.42M	Sell	99,712 -1,964	-2%	-$91.1K	0.05%	252
2023 Q3	$4.41M	Buy	101,676 +92,722	+1,036%	+$4.24M	0.05%	261
2023 Q2	$396K	Buy	+8,954	New	+$389K	﹤0.01%	468

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Jupiter Asset Management's IBOC Position: Q1 2025 in Review

Jupiter Asset Management sold out of International Bancshares (IBOC) in Q1 2025, closing a stake of 8,958 shares — an estimated $566K sold.

Jupiter Asset Management first reported a position in IBOC in Q2 2023 and held it in 7 quarters. The position peaked at $7.17M in Q1 2024. 251 funds tracked by Wall St. Rank hold IBOC as of Q1 2025.

Jupiter Asset Management reported no remaining International Bancshares position as of Q1 2025 after selling out during the quarter.
Jupiter Asset Management sold 8,958 International Bancshares shares in Q1 2025, an estimated $566K.
Jupiter Asset Management first reported a position in International Bancshares in Q2 2023 and held it in 7 quarters.
Jupiter Asset Management's International Bancshares position peaked at $7.17M in Q1 2024.
251 funds tracked by Wall St. Rank held International Bancshares as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.