PFA
IFN

Pettinga Financial Advisors’s Aberdeen India Fund IFN Stock Holding History

Pettinga Financial Advisors’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$198K Sell
16,850
-150
-0.9% -$1.74K 0.03% 151
2026
Q1 		$192K Hold
17,000
– – 0.04% 143
2025
Q4 		$233K Sell
17,000
-13,650
-45% -$199K 0.04% 132
2025
Q3 		$449K Buy
30,650
+4,070
+15% +$62.9K 0.09% 98
2025
Q2 		$439K Sell
26,580
-28,521
-52% -$454K 0.1% 93
2025
Q1 		$869K Buy
55,101
+28,571
+108% +$445K 0.2% 64
2024
Q4 		$418K Buy
+26,530
New +$466K 0.09% 90
2022
Q4 		– Sell
-21,475
Closed -$345K – 106
2022
Q3 		$345K Hold
21,475
– – 0.12% 71
2022
Q2 		$350K Buy
21,475
+150
+0.7% +$2.65K 0.1% 81
2022
Q1 		$412K Sell
21,325
-2,800
-12% -$56.4K 0.1% 77
2021
Q4 		$509K Buy
24,125
+350
+1% +$7.84K 0.12% 74
2021
Q3 		$549K Sell
23,775
-48,700
-67% -$1.1M 0.14% 68
2021
Q2 		$1.59M Sell
72,475
-10,075
-12% -$215K 0.43% 41
2021
Q1 		$1.77M Sell
82,550
-12,120
-13% -$254K 0.52% 40
2020
Q4 		$1.89M Buy
94,670
+2,250
+2% +$40.9K 0.68% 32
2020
Q3 		$1.52M Sell
92,420
-900
-1% -$14.8K 0.65% 31
2020
Q2 		$1.45M Buy
93,320
+675
+0.7% +$9.79K 0.7% 30
2020
Q1 		$1.26M Buy
92,645
+5,410
+6% +$99.7K 0.85% 25
2019
Q4 		$1.76M Buy
87,235
+386
+0.4% +$7.96K 0.94% 25
2019
Q3 		$1.78M Buy
86,849
+12,925
+17% +$264K 0.96% 22
2019
Q2 		$1.57M Buy
73,924
+10,749
+17% +$229K 0.82% 24
2019
Q1 		$1.35M Buy
63,175
+38,129
+152% +$793K 0.72% 26
2018
Q4 		$507K Buy
+25,046
New +$530K 0.33% 50

Other funds holding IFN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pettinga Financial Advisors's IFN Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its Aberdeen India Fund (IFN) stake by 0.88% in Q2 2026, selling an estimated $1.74K and leaving 16,850 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #151.

Pettinga Financial Advisors first reported a position in IFN in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.89M in Q4 2020. 67 funds tracked by Wall St. Rank hold IFN as of Q2 2026.

  • Pettinga Financial Advisors held 16,850 shares of Aberdeen India Fund worth $198K as of Q2 2026.
  • Pettinga Financial Advisors sold 150 Aberdeen India Fund shares in Q2 2026, an estimated $1.74K.
  • Aberdeen India Fund made up 0.03% of Pettinga Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • Pettinga Financial Advisors first reported a position in Aberdeen India Fund in Q4 2018 and has held it in 23 quarters since.
  • Pettinga Financial Advisors's Aberdeen India Fund position peaked at $1.89M in Q4 2020.
  • 67 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.