NWA
IBN icon

Navis Wealth Advisors’s ICICI Bank IBN Stock Holding History

Navis 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
2025
Q3 		– Sell
-6,102
Closed -$205K – 127
2025
Q2 		$205K Buy
+6,102
New +$202K 0.17% 106
2021
Q1 		– Sell
-5,139
Closed -$76K – 148
2020
Q4 		$76K Buy
+5,139
New +$64.6K 0.07% 131

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 $30.5B AUM 13.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Navis Wealth Advisors's IBN Position: Q3 2025 in Review

Navis Wealth Advisors sold out of ICICI Bank (IBN) in Q3 2025, closing a stake of 6,102 shares — an estimated $205K sold.

Navis Wealth Advisors first reported a position in IBN in Q4 2020 and held it in 2 quarters. The position peaked at $205K in Q2 2025. 549 funds tracked by Wall St. Rank hold IBN as of Q3 2025.

  • Navis Wealth Advisors reported no remaining ICICI Bank position as of Q3 2025 after selling out during the quarter.
  • Navis Wealth Advisors sold 6,102 ICICI Bank shares in Q3 2025, an estimated $205K.
  • Navis Wealth Advisors first reported a position in ICICI Bank in Q4 2020 and held it in 2 quarters.
  • Navis Wealth Advisors's ICICI Bank position peaked at $205K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held ICICI Bank as of Q3 2025.

Based on Navis Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.