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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 66 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.
66 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.