North Reef Capital Management’s International Bancshares IBOC Stock Holding History

North Reef Capital Management’s Portfolio IBOC Stock Details IBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Buy	+25,000	New	+$1.81M	0.07%	40
2024 Q4	–	Sell	-397,744	Closed	-$23.8M	–	48
2024 Q3	$23.8M	Sell	397,744 -534,146	-57%	-$32.8M	1.11%	23
2024 Q2	$53.3M	Sell	931,890 -488,110	-34%	-$27.5M	2.47%	14
2024 Q1	$79.7M	Buy	1,420,000 +238,750	+20%	+$12.7M	4.16%	10
2023 Q4	$64.2M	Sell	1,181,250 -468,750	-28%	-$21.8M	3.74%	12
2023 Q3	$71.5M	Buy	1,650,000 +39,938	+2%	+$1.83M	4.51%	9
2023 Q2	$71.2M	Buy	1,610,062 +320,599	+25%	+$13.9M	5.47%	6
2023 Q1	$55.2M	Buy	1,289,463 +159,576	+14%	+$7.25M	6.19%	5
2022 Q4	$51.7M	Buy	1,129,887 +778,028	+221%	+$37.5M	5.67%	6
2022 Q3	$15M	Buy	+351,859	New	+$15M	3.73%	12
2022 Q1	–	Sell	-453,690	Closed	-$19.2M	–	41
2021 Q4	$19.2M	Buy	+453,690	New	+$19.5M	8.87%	1

Other funds holding IBOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

North Reef Capital Management's IBOC Position: Q2 2026 in Review

North Reef Capital Management opened a new position in International Bancshares (IBOC) in Q2 2026: 25,000 shares worth $1.9M. The stake represents 0.07% of the portfolio and ranks #40 among its holdings. This is a return to the name: North Reef Capital Management previously reported a position in IBOC as recently as Q3 2024.

North Reef Capital Management first reported a position in IBOC in Q4 2021 and has held it in 11 quarters since. The position peaked at $79.7M in Q1 2024. 302 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

North Reef Capital Management held 25,000 shares of International Bancshares worth $1.9M as of Q2 2026.
International Bancshares was a new North Reef Capital Management position in Q2 2026.
International Bancshares made up 0.07% of North Reef Capital Management's portfolio in Q2 2026, its #40 holding.
North Reef Capital Management first reported a position in International Bancshares in Q4 2021 and has held it in 11 quarters since.
North Reef Capital Management's International Bancshares position peaked at $79.7M in Q1 2024.
302 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

Based on North Reef Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.