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Pathstone Family Office’s International Bancshares IBOC Stock Holding History

Pathstone Family Office’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
2023
Q3 		$424K Buy
9,775
+4,260
+77% +$195K ﹤0.01% 1125
2023
Q2 		$244K Buy
5,515
+300
+6% +$13K ﹤0.01% 1060
2023
Q1 		$223K Sell
5,215
-7,146
-58% -$325K ﹤0.01% 1042
2022
Q4 		$566K Buy
+12,361
New +$595K ﹤0.01% 1047

Other funds holding IBOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathstone Family Office's IBOC Position: Q3 2023 in Review

Pathstone Family Office increased its International Bancshares (IBOC) stake by 77% in Q3 2023, buying an estimated $195K and bringing the position to 9,775 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Pathstone Family Office first reported a position in IBOC in Q4 2022 and has held it in 4 quarters since. The position peaked at $566K in Q4 2022. 185 funds tracked by Wall St. Rank hold IBOC as of Q3 2023.

  • Pathstone Family Office held 9,775 shares of International Bancshares worth $424K as of Q3 2023.
  • Pathstone Family Office bought 4,260 International Bancshares shares in Q3 2023, an estimated $195K.
  • International Bancshares made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1125 holding.
  • Pathstone Family Office first reported a position in International Bancshares in Q4 2022 and has held it in 4 quarters since.
  • Pathstone Family Office's International Bancshares position peaked at $566K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held International Bancshares as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.