Physician Wealth Advisors
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Physician Wealth Advisors’s International Bancshares IBOC Stock Holding History

Physician Wealth Advisors’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 		– Sell
-19
Closed -$1.44K – 2526
2026
Q2 		$1.44K Buy
19
+11
+138% +$799 ﹤0.01% 1658
2026
Q1 		$539 Buy
+8
New +$554 ﹤0.01% 1892
2025
Q3 		– Sell
-7
Closed -$466 – 1969
2025
Q2 		$466 Buy
+7
New +$437 ﹤0.01% 1734

Other funds holding IBOC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Physician Wealth Advisors's IBOC Position: Q3 2026 in Review

Physician Wealth Advisors sold out of International Bancshares (IBOC) in Q3 2026, closing a stake of 19 shares — an estimated $1.44K sold.

Physician Wealth Advisors first reported a position in IBOC in Q2 2025 and held it in 3 quarters. The position peaked at $1.44K in Q2 2026. 156 funds tracked by Wall St. Rank hold IBOC as of Q3 2026.

  • Physician Wealth Advisors reported no remaining International Bancshares position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 19 International Bancshares shares in Q3 2026, an estimated $1.44K.
  • Physician Wealth Advisors first reported a position in International Bancshares in Q2 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's International Bancshares position peaked at $1.44K in Q2 2026.
  • 156 funds tracked by Wall St. Rank held International Bancshares as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.