North of South Capital’s ICICI Bank IBN Stock Holding History

North of South Capital’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	$252M	Buy	8,690,448 +250,476	+3%	+$6.77M	18.57%	1
2026 Q1	$219M	Buy	8,439,972 +1,051,532	+14%	+$30.8M	19.64%	1
2025 Q4	$220M	Buy	7,388,440 +4,150,207	+128%	+$127M	19.79%	1
2025 Q3	$97.9M	Buy	3,238,233 +2,922,613	+926%	+$95.4M	9.41%	5
2025 Q2	$10.6M	Buy	315,620 +264,565	+518%	+$8.75M	1.12%	13
2025 Q1	$1.61M	Hold	51,055	–	–	0.18%	14
2024 Q4	$1.52M	Sell	51,055 -149,541	-75%	-$4.52M	0.19%	15
2024 Q3	$5.99M	Buy	+200,596	New	+$5.84M	0.91%	12

Other funds holding IBN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

North of South Capital's IBN Position: Q2 2026 in Review

North of South Capital increased its ICICI Bank (IBN) stake by 3% in Q2 2026, buying an estimated $6.77M and bringing the position to 8,690,448 shares worth $252M. The position accounts for 18.57% of the portfolio, ranked #1.

North of South Capital first reported a position in IBN in Q3 2024 and has held it in 8 quarters since. 518 funds tracked by Wall St. Rank hold IBN as of Q2 2026.

North of South Capital held 8,690,448 shares of ICICI Bank worth $252M as of Q2 2026.
North of South Capital bought 250,476 ICICI Bank shares in Q2 2026, an estimated $6.77M.
ICICI Bank made up 18.57% of North of South Capital's portfolio in Q2 2026, its #1 holding.
North of South Capital first reported a position in ICICI Bank in Q3 2024 and has held it in 8 quarters since.
518 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.