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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
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

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mount Yale Investment Advisors's IBN Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its ICICI Bank (IBN) stake by 321% in Q1 2026, buying an estimated $1.55M and bringing the position to 69,359 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #392.

Mount Yale Investment Advisors first reported a position in IBN in Q3 2018 and has held it in 30 quarters since. The position peaked at $3.05M in Q1 2024. 543 funds tracked by Wall St. Rank hold IBN as of Q1 2026.

  • Mount Yale Investment Advisors held 69,359 shares of ICICI Bank worth $1.8M as of Q1 2026.
  • Mount Yale Investment Advisors bought 52,893 ICICI Bank shares in Q1 2026, an estimated $1.55M.
  • ICICI Bank made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #392 holding.
  • Mount Yale Investment Advisors first reported a position in ICICI Bank in Q3 2018 and has held it in 30 quarters since.
  • Mount Yale Investment Advisors's ICICI Bank position peaked at $3.05M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.