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Kingswood Wealth Advisors’s ICICI Bank IBN Stock Holding History

Kingswood 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
Q1 		– Sell
-6,740
Closed -$201K – 947
2025
Q4 		$201K Buy
+6,740
New +$207K 0.01% 827
2025
Q3 		– Sell
-8,859
Closed -$298K – 818
2025
Q2 		$298K Buy
+8,859
New +$293K 0.02% 574

Other funds holding IBN

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kingswood Wealth Advisors's IBN Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of ICICI Bank (IBN) in Q1 2026, closing a stake of 6,740 shares — an estimated $201K sold.

Kingswood Wealth Advisors first reported a position in IBN in Q2 2025 and held it in 2 quarters. The position peaked at $298K in Q2 2025. 545 funds tracked by Wall St. Rank hold IBN as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining ICICI Bank position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,740 ICICI Bank shares in Q1 2026, an estimated $201K.
  • Kingswood Wealth Advisors first reported a position in ICICI Bank in Q2 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's ICICI Bank position peaked at $298K in Q2 2025.
  • 545 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.