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Root Financial Partners’s ICICI Bank IBN Stock Holding History

Root Financial Partners’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-299
Closed -$7.74K – 1691
2026
Q1 		$7.74K Buy
299
+207
+225% +$6.07K ﹤0.01% 1777
2025
Q4 		$2.74K Buy
92
+60
+188% +$1.84K ﹤0.01% 1925
2025
Q3 		$967 Buy
+32
New +$1.04K ﹤0.01% 2061

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's IBN Position: Q2 2026 in Review

Root Financial Partners sold out of ICICI Bank (IBN) in Q2 2026, closing a stake of 299 shares — an estimated $7.74K sold.

Root Financial Partners first reported a position in IBN in Q3 2025 and held it in 3 quarters. The position peaked at $7.74K in Q1 2026. 519 funds tracked by Wall St. Rank hold IBN as of Q2 2026.

  • Root Financial Partners reported no remaining ICICI Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 299 ICICI Bank shares in Q2 2026, an estimated $7.74K.
  • Root Financial Partners first reported a position in ICICI Bank in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ICICI Bank position peaked at $7.74K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.