Private Trust Company’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Private Trust Company’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.7K	Hold	609	–	–	﹤0.01%	1579
2025 Q4	$30K	Hold	609	–	–	﹤0.01%	1482
2025 Q3	$31K	Hold	609	–	–	﹤0.01%	1456
2025 Q2	$33.1K	Hold	609	–	–	﹤0.01%	1380
2025 Q1	$30.9K	Hold	609	–	–	﹤0.01%	1380
2024 Q4	$31K	Hold	609	–	–	﹤0.01%	1339
2024 Q3	$34.3K	Sell	609 -91	-13%	-$4.98K	﹤0.01%	1276
2024 Q2	$37.6K	Hold	700	–	–	﹤0.01%	1217
2024 Q1	$35.3K	Hold	700	–	–	﹤0.01%	1228
2023 Q4	$34.5K	Hold	700	–	–	﹤0.01%	1196
2023 Q3	$31.6K	Hold	700	–	–	﹤0.01%	1177
2023 Q2	$31.5K	Hold	700	–	–	﹤0.01%	1201
2023 Q1	$28.8K	Hold	700	–	–	﹤0.01%	1191
2022 Q4	$30K	Hold	700	–	–	﹤0.01%	1144
2022 Q3	$30K	Hold	700	–	–	﹤0.01%	1069
2022 Q2	$29K	Buy	+700	New	+$30.5K	﹤0.01%	1105

Other funds holding INDY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Private Trust Company's INDY Position: Q1 2026 in Review

Private Trust Company held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q1 2026 at 609 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Private Trust Company first reported a position in INDY in Q2 2022 and has held it in 16 quarters since. The position peaked at $37.6K in Q2 2024. 87 funds tracked by Wall St. Rank hold INDY as of Q1 2026.

Private Trust Company held 609 shares of iShares S&P India Nifty 50 Index Fund worth $25.7K as of Q1 2026.
Private Trust Company left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q1 2026.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1579 holding.
Private Trust Company first reported a position in iShares S&P India Nifty 50 Index Fund in Q2 2022 and has held it in 16 quarters since.
Private Trust Company's iShares S&P India Nifty 50 Index Fund position peaked at $37.6K in Q2 2024.
87 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.