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Peterson Wealth Services’s International Bancshares IBOC Stock Holding History

Peterson Wealth Services’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
2025
Q3 		– Sell
-16
Closed -$1.06K – 222
2025
Q2 		$1.06K Buy
+16
New +$998 ﹤0.01% 204

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American Century Companies
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State Street
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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Peterson Wealth Services's IBOC Position: Q3 2025 in Review

Peterson Wealth Services sold out of International Bancshares (IBOC) in Q3 2025, closing a stake of 16 shares — an estimated $1.06K sold.

Peterson Wealth Services first reported a position in IBOC in Q2 2025 and held it in 1 quarter. The position peaked at $1.06K in Q2 2025. 254 funds tracked by Wall St. Rank hold IBOC as of Q3 2025.

  • Peterson Wealth Services reported no remaining International Bancshares position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 16 International Bancshares shares in Q3 2025, an estimated $1.06K.
  • Peterson Wealth Services first reported a position in International Bancshares in Q2 2025 and held it in 1 quarter.
  • Peterson Wealth Services's International Bancshares position peaked at $1.06K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held International Bancshares as of Q3 2025.

Based on Peterson Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.