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 Q3	$24.9K	Hold	609	–	–	﹤0.01%	1681
2026 Q2	$26.5K	Hold	609	–	–	﹤0.01%	1656
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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cypress Capital Group Palm Beach, Florida $1.1B AUM 30.71% 1-Year Est. Return

Carret Asset Management New York $1.14B AUM 25.06% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Private Trust Company's INDY Position: Q3 2026 in Review

Private Trust Company held its iShares S&P India Nifty 50 Index Fund (INDY) position steady in Q3 2026 at 609 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Private Trust Company first reported a position in INDY in Q2 2022 and has held it in 18 quarters since. The position peaked at $37.6K in Q2 2024. 29 funds tracked by Wall St. Rank hold INDY as of Q3 2026.

Private Trust Company held 609 shares of iShares S&P India Nifty 50 Index Fund worth $24.9K as of Q3 2026.
Private Trust Company left its iShares S&P India Nifty 50 Index Fund share count unchanged in Q3 2026.
iShares S&P India Nifty 50 Index Fund made up ﹤0.01% of Private Trust Company's portfolio in Q3 2026, its #1681 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 18 quarters since.
Private Trust Company's iShares S&P India Nifty 50 Index Fund position peaked at $37.6K in Q2 2024.
29 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2026.

Based on Private Trust Company's 13F filing for Q3 2026, filed 20 Oct 2026.