O'Shaughnessy Asset Management
IBOC icon

O'Shaughnessy Asset Management’s International Bancshares IBOC Stock Holding History

O'Shaughnessy Asset 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
Q3 		$787K Sell
11,405
-2,272
-17% -$166K ﹤0.01% 1421
2026
Q2 		$1.04M Sell
13,677
-2,893
-17% -$210K ﹤0.01% 1226
2026
Q1 		$1.11M Sell
16,570
-998
-6% -$69.2K 0.01% 1132
2025
Q4 		$1.17M Buy
17,568
+684
+4% +$46.3K 0.01% 1075
2025
Q3 		$1.16M Buy
16,884
+545
+3% +$38.1K 0.01% 1059
2025
Q2 		$1.09M Buy
16,339
+322
+2% +$20.1K 0.01% 1031
2025
Q1 		$1.01M Buy
16,017
+3,174
+25% +$205K 0.01% 985
2024
Q4 		$811K Buy
12,843
+675
+6% +$44.8K 0.01% 1054
2024
Q3 		$763K Buy
12,168
+2,445
+25% +$150K 0.01% 1035
2024
Q2 		$556K Buy
9,723
+3,161
+48% +$178K 0.01% 1087
2024
Q1 		$368K Buy
6,562
+1,766
+37% +$93.8K ﹤0.01% 1225
2023
Q4 		$261K Buy
+4,796
New +$223K ﹤0.01% 1276
2021
Q4 		– Sell
-148
Closed -$6K – 1804
2021
Q3 		$6K Buy
148
+121
+448% +$4.94K ﹤0.01% 2281
2021
Q2 		$1K Buy
+27
New +$1.26K ﹤0.01% 2431
2017
Q2 		– Sell
-19,105
Closed -$676K – 919
2017
Q1 		$676K Sell
19,105
-1,953
-9% -$73.5K 0.02% 322
2016
Q4 		$859K Buy
+21,058
New +$751K 0.02% 290

Other funds holding IBOC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Tamar Securities
Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return

O'Shaughnessy Asset Management's IBOC Position: Q3 2026 in Review

O'Shaughnessy Asset Management reduced its International Bancshares (IBOC) stake by 17% in Q3 2026, selling an estimated $166K and leaving 11,405 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

O'Shaughnessy Asset Management first reported a position in IBOC in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.17M in Q4 2025. 230 funds tracked by Wall St. Rank hold IBOC as of Q3 2026.

  • O'Shaughnessy Asset Management held 11,405 shares of International Bancshares worth $787K as of Q3 2026.
  • O'Shaughnessy Asset Management sold 2,272 International Bancshares shares in Q3 2026, an estimated $166K.
  • International Bancshares made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #1421 holding.
  • O'Shaughnessy Asset Management first reported a position in International Bancshares in Q4 2016 and has held it in 16 quarters since.
  • O'Shaughnessy Asset Management's International Bancshares position peaked at $1.17M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held International Bancshares as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.