MYIA
IBN icon

Mount Yale Investment Advisors’s ICICI Bank IBN Stock Holding History

Mount Yale Investment 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
Q2 		$2.06M Buy
70,826
+1,467
+2% +$39.7K 0.04% 403
2026
Q1 		$1.8M Buy
69,359
+52,893
+321% +$1.55M 0.04% 392
2025
Q4 		$491K Buy
+16,466
New +$505K 0.02% 462
2025
Q3 		– Sell
-56,039
Closed -$1.89M – 1093
2025
Q2 		$1.89M Sell
56,039
-9,245
-14% -$306K 0.15% 131
2025
Q1 		$2.06M Sell
65,284
-2,196
-3% -$63.7K 0.18% 116
2024
Q4 		$2.01M Sell
67,480
-15,722
-19% -$475K 0.16% 121
2024
Q3 		$2.48M Sell
83,202
-5,655
-6% -$165K 0.24% 99
2024
Q2 		$2.56M Sell
88,857
-26,699
-23% -$715K 0.2% 103
2024
Q1 		$3.05M Sell
115,556
-5,238
-4% -$131K 0.23% 94
2023
Q4 		$2.88M Sell
120,794
-3,595
-3% -$82.8K 0.27% 88
2023
Q3 		$2.88M Sell
124,389
-5,448
-4% -$128K 0.31% 74
2023
Q2 		$3M Buy
129,837
+4,943
+4% +$112K 0.32% 72
2023
Q1 		$2.7M Buy
124,894
+53,194
+74% +$1.11M 0.3% 78
2022
Q4 		$1.57M Buy
71,700
+56,920
+385% +$1.27M 0.18% 131
2022
Q3 		$310K Sell
14,780
-1,298
-8% -$27.4K 0.04% 335
2022
Q2 		$285K Sell
16,078
-52,206
-76% -$976K 0.04% 365
2022
Q1 		$1.29M Sell
68,284
-3,643
-5% -$72.7K 0.14% 160
2021
Q4 		$1.42M Sell
71,927
-17,354
-19% -$343K 0.15% 150
2021
Q3 		$1.69M Sell
89,281
-491
-0.5% -$9.2K 0.19% 120
2021
Q2 		$1.53M Sell
89,772
-2,984
-3% -$49.7K 0.19% 122
2021
Q1 		$1.49M Buy
92,756
+11,514
+14% +$188K 0.19% 110
2020
Q4 		$1.21M Sell
81,242
-1,197
-1% -$15K 0.17% 134
2020
Q3 		$810K Sell
82,439
-9,775
-11% -$97.3K 0.12% 177
2020
Q2 		$857K Sell
92,214
-2,328
-2% -$20.7K 0.15% 144
2020
Q1 		$804K Sell
94,542
-7,225
-7% -$95.7K 0.18% 125
2019
Q4 		$1.48M Sell
101,767
-29,126
-22% -$395K 0.26% 97
2019
Q3 		$1.78M Sell
130,893
-1,997
-2% -$23.4K 0.32% 79
2019
Q2 		$1.53M Sell
132,890
-7,620
-5% -$88.3K 0.28% 84
2019
Q1 		$1.61M Sell
140,510
-4,200
-3% -$43.6K 0.3% 79
2018
Q4 		$1.4M Buy
144,710
+74,080
+105% +$700K 0.28% 88
2018
Q3 		$688K Buy
+70,630
New +$624K 0.12% 139

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's IBN Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its ICICI Bank (IBN) stake by 2.1% in Q2 2026, buying an estimated $39.7K and bringing the position to 70,826 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #403.

Mount Yale Investment Advisors first reported a position in IBN in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.05M in Q1 2024. 520 funds tracked by Wall St. Rank hold IBN as of Q2 2026.

  • Mount Yale Investment Advisors held 70,826 shares of ICICI Bank worth $2.06M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,467 ICICI Bank shares in Q2 2026, an estimated $39.7K.
  • ICICI Bank made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #403 holding.
  • Mount Yale Investment Advisors first reported a position in ICICI Bank in Q3 2018 and has held it in 31 quarters since.
  • Mount Yale Investment Advisors's ICICI Bank position peaked at $3.05M in Q1 2024.
  • 520 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.