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Pinnacle Wealth Planning Services’s ICICI Bank IBN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$503K Sell
19,402
-672
-3% -$19.7K 0.05% 210
2025
Q4 		$598K Sell
20,074
-37
-0.2% -$1.14K 0.06% 176
2025
Q3 		$608K Sell
20,111
-202
-1% -$6.6K 0.07% 169
2025
Q2 		$683K Sell
20,313
-3,734
-16% -$124K 0.09% 139
2025
Q1 		$758K Buy
24,047
+398
+2% +$11.5K 0.11% 104
2024
Q4 		$706K Sell
23,649
-16,599
-41% -$501K 0.11% 112
2024
Q3 		$1.2M Sell
40,248
-232
-0.6% -$6.75K 0.16% 82
2024
Q2 		$1.17M Sell
40,480
-730
-2% -$19.6K 0.17% 84
2024
Q1 		$1.09M Buy
41,210
+2,550
+7% +$63.6K 0.16% 93
2023
Q4 		$922K Buy
38,660
+136
+0.4% +$3.13K 0.14% 98
2023
Q3 		$891K Buy
38,524
+302
+0.8% +$7.1K 0.15% 92
2023
Q2 		$882K Sell
38,222
-1,292
-3% -$29.2K 0.14% 100
2023
Q1 		$853K Buy
39,514
+9,916
+34% +$207K 0.14% 107
2022
Q4 		$648K Buy
29,598
+2,001
+7% +$44.6K 0.12% 124
2022
Q3 		$579K Buy
27,597
+243
+0.9% +$5.13K 0.11% 126
2022
Q2 		$485K Buy
27,354
+10,133
+59% +$190K 0.09% 161
2022
Q1 		$326K Sell
17,221
-319
-2% -$6.37K 0.06% 254
2021
Q4 		$347K Buy
17,540
+6,258
+55% +$124K 0.07% 233
2021
Q3 		$213K Hold
11,282
– – 0.05% 320
2021
Q2 		$193K Hold
11,282
– – 0.04% 322
2021
Q1 		$181K Buy
11,282
+231
+2% +$3.77K 0.05% 309
2020
Q4 		$164K Hold
11,051
– – 0.04% 322
2020
Q3 		$109K Sell
11,051
-277
-2% -$2.76K 0.04% 262
2020
Q2 		$105K Sell
11,328
-1,508
-12% -$13.4K 0.03% 250
2020
Q1 		$109K Buy
+12,836
New +$170K 0.05% 212

Other funds holding IBN

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's IBN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its ICICI Bank (IBN) stake by 3.3% in Q1 2026, selling an estimated $19.7K and leaving 19,402 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #210.

Pinnacle Wealth Planning Services first reported a position in IBN in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.2M in Q3 2024. 542 funds tracked by Wall St. Rank hold IBN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 19,402 shares of ICICI Bank worth $503K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 672 ICICI Bank shares in Q1 2026, an estimated $19.7K.
  • ICICI Bank made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #210 holding.
  • Pinnacle Wealth Planning Services first reported a position in ICICI Bank in Q1 2020 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's ICICI Bank position peaked at $1.2M in Q3 2024.
  • 542 funds tracked by Wall St. Rank held ICICI Bank as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.