Orion Investment Company’s International Bancshares IBOC Stock Holding History

Orion Investment Company’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	$1.38M	Sell	4,893 -717	-13%	-$52K	0.4%	40
2026 Q1	$1.36M	Hold	5,610	–	–	0.43%	40
2025 Q4	$1.66M	Hold	5,610	–	–	0.51%	35
2025 Q3	$1.58M	Hold	5,610	–	–	0.5%	34
2025 Q2	$1.65M	Hold	5,610	–	–	0.59%	33
2025 Q1	$1.39M	Hold	5,610	–	–	0.57%	34
2024 Q4	$1.23M	Hold	5,610	–	–	0.49%	34
2024 Q3	$1.24M	Hold	5,610	–	–	0.48%	31
2024 Q2	$970K	Buy	+5,610	New	+$316K	0.39%	36

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 $3.38T AUM 44.17% 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

Orion Investment Company's IBOC Position: Q2 2026 in Review

Orion Investment Company reduced its International Bancshares (IBOC) stake by 13% in Q2 2026, selling an estimated $52K and leaving 4,893 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #40.

Orion Investment Company first reported a position in IBOC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q4 2025. 301 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

Orion Investment Company held 4,893 shares of International Bancshares worth $1.38M as of Q2 2026.
Orion Investment Company sold 717 International Bancshares shares in Q2 2026, an estimated $52K.
International Bancshares made up 0.4% of Orion Investment Company's portfolio in Q2 2026, its #40 holding.
Orion Investment Company first reported a position in International Bancshares in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's International Bancshares position peaked at $1.66M in Q4 2025.
301 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.