Ken Fisher’s International Bancshares IBOC Stock Holding History

Ken Fisher’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
2024 Q3	–	Sell	-4,563	Closed	-$261K	–	964
2024 Q2	$261K	Buy	+4,563	New	+$257K	﹤0.01%	902

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

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 $13.1B AUM 24.63% 1-Year Est. Return

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

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

ACL

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

Ken Fisher's IBOC Position: Q3 2024 in Review

Ken Fisher sold out of International Bancshares (IBOC) in Q3 2024, closing a stake of 4,563 shares — an estimated $261K sold.

Ken Fisher first reported a position in IBOC in Q2 2024 and held it in 1 quarter. The position peaked at $261K in Q2 2024. 235 funds tracked by Wall St. Rank hold IBOC as of Q3 2024.

Ken Fisher reported no remaining International Bancshares position as of Q3 2024 after selling out during the quarter.
Ken Fisher sold 4,563 International Bancshares shares in Q3 2024, an estimated $261K.
Ken Fisher first reported a position in International Bancshares in Q2 2024 and held it in 1 quarter.
Ken Fisher's International Bancshares position peaked at $261K in Q2 2024.
235 funds tracked by Wall St. Rank held International Bancshares as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.