RSWM
IFN

Robertson Stephens Wealth Management’s Aberdeen India Fund IFN Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IFN Stock Details IFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394K Sell
33,500
-14,000
-29% -$162K 0.01% 475
2026
Q1 		$538K Buy
47,500
+22,500
+90% +$296K 0.02% 408
2025
Q4 		$343K Sell
25,000
-24,000
-49% -$349K 0.01% 501
2025
Q3 		$718K Buy
49,000
+18,150
+59% +$281K 0.02% 293
2025
Q2 		$510K Buy
30,850
+2,500
+9% +$39.8K 0.02% 362
2025
Q1 		$447K Buy
28,350
+2,300
+9% +$35.8K 0.02% 383
2024
Q4 		$435K Hold
26,050
– – 0.02% 386
2024
Q3 		$495K Hold
26,050
– – 0.02% 417
2024
Q2 		$476K Buy
26,050
+11,850
+83% +$215K 0.02% 341
2024
Q1 		$291K Hold
14,200
– – 0.02% 428
2023
Q4 		$266K Hold
14,200
– – 0.02% 399
2023
Q3 		$247K Sell
14,200
-1,000
-7% -$16.8K 0.02% 399
2023
Q2 		$252K Buy
15,200
+3,500
+30% +$54.7K 0.02% 374
2023
Q1 		$177K Buy
+11,700
New +$181K 0.01% 426

Other funds holding IFN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIS
Advocate Investing Services Woodbine, Maryland $130M AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Robertson Stephens Wealth Management's IFN Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Aberdeen India Fund (IFN) stake by 29% in Q2 2026, selling an estimated $162K and leaving 33,500 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #475.

Robertson Stephens Wealth Management first reported a position in IFN in Q1 2023 and has held it in 14 quarters since. The position peaked at $718K in Q3 2025. 21 funds tracked by Wall St. Rank hold IFN as of Q2 2026.

  • Robertson Stephens Wealth Management held 33,500 shares of Aberdeen India Fund worth $394K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 14,000 Aberdeen India Fund shares in Q2 2026, an estimated $162K.
  • Aberdeen India Fund made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #475 holding.
  • Robertson Stephens Wealth Management first reported a position in Aberdeen India Fund in Q1 2023 and has held it in 14 quarters since.
  • Robertson Stephens Wealth Management's Aberdeen India Fund position peaked at $718K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.