Prelude Capital Management’s International Bancshares IBOC Stock Holding History

Prelude Capital Management’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
2024 Q4	–	Sell	-3,554	Closed	-$212K	–	1355
2024 Q3	$212K	Buy	+3,554	New	+$218K	0.01%	1040
2024 Q1	–	Sell	-4,368	Closed	-$237K	–	1408
2023 Q4	$237K	Buy	+4,368	New	+$203K	0.02%	856
2023 Q1	–	Sell	-20,268	Closed	-$927K	–	1313
2022 Q4	$927K	Sell	20,268 -18,342	-48%	-$883K	0.05%	403
2022 Q3	$1.64M	Buy	38,610 +8,709	+29%	+$371K	0.06%	281
2022 Q2	$1.2M	Sell	29,901 -10,839	-27%	-$442K	0.03%	465
2022 Q1	$1.72M	Buy	40,740 +13,402	+49%	+$575K	0.05%	399
2021 Q4	$1.16M	Sell	27,338 -569	-2%	-$24.4K	0.03%	538
2021 Q3	$1.16M	Buy	27,907 +1,543	+6%	+$63K	0.03%	500
2021 Q2	$1.13M	Buy	+26,364	New	+$1.23M	0.03%	546
2020 Q4	–	Sell	-106	Closed	-$3K	–	1591
2020 Q3	$3K	Buy	+106	New	+$3.24K	﹤0.01%	1627
2020 Q1	–	Sell	-198	Closed	-$9K	–	1698
2019 Q4	$9K	Buy	+198	New	+$8.21K	﹤0.01%	1720
2018 Q4	–	Sell	-174	Closed	-$8K	–	1957
2018 Q3	$8K	Buy	+174	New	+$7.94K	﹤0.01%	1526
2014 Q1	–	Sell	-730	Closed	-$19K	–	1986
2013 Q4	$19K	Buy	+730	New	+$17.7K	﹤0.01%	1345

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prelude Capital Management's IBOC Position: Q4 2024 in Review

Prelude Capital Management sold out of International Bancshares (IBOC) in Q4 2024, closing a stake of 3,554 shares — an estimated $212K sold.

Prelude Capital Management first reported a position in IBOC in Q4 2013 and held it in 13 quarters. The position peaked at $1.72M in Q1 2022. 242 funds tracked by Wall St. Rank hold IBOC as of Q4 2024.

Prelude Capital Management reported no remaining International Bancshares position as of Q4 2024 after selling out during the quarter.
Prelude Capital Management sold 3,554 International Bancshares shares in Q4 2024, an estimated $212K.
Prelude Capital Management first reported a position in International Bancshares in Q4 2013 and held it in 13 quarters.
Prelude Capital Management's International Bancshares position peaked at $1.72M in Q1 2022.
242 funds tracked by Wall St. Rank held International Bancshares as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.