NFG
IFN

Norris Financial Group’s Aberdeen India Fund IFN Stock Holding History

Norris Financial Group’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,962
Closed -$188K – 93
2024
Q4 		$188K Sell
11,962
-16,029
-57% -$281K 0.09% 80
2024
Q3 		$532K Buy
27,991
+2,564
+10% +$46.9K 0.26% 51
2024
Q2 		$454K Buy
25,427
+1,500
+6% +$27.3K 0.24% 55
2024
Q1 		$490K Buy
+23,927
New +$471K 0.27% 52

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Norris Financial Group's IFN Position: Q1 2025 in Review

Norris Financial Group sold out of Aberdeen India Fund (IFN) in Q1 2025, closing a stake of 11,962 shares — an estimated $188K sold.

Norris Financial Group first reported a position in IFN in Q1 2024 and held it in 4 quarters. The position peaked at $532K in Q3 2024. 80 funds tracked by Wall St. Rank hold IFN as of Q1 2025.

  • Norris Financial Group reported no remaining Aberdeen India Fund position as of Q1 2025 after selling out during the quarter.
  • Norris Financial Group sold 11,962 Aberdeen India Fund shares in Q1 2025, an estimated $188K.
  • Norris Financial Group first reported a position in Aberdeen India Fund in Q1 2024 and held it in 4 quarters.
  • Norris Financial Group's Aberdeen India Fund position peaked at $532K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2025.

Based on Norris Financial Group's 13F filing for Q1 2025, filed 20 May 2026.