Rothschild Investment LLC’s International Bancshares IBOC Stock Holding History

Rothschild Investment LLC’s Portfolio IBOC Stock Details IBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.59K	Sell	98 -6	-6%	-$416	﹤0.01%	1921
2025 Q4	$6.91K	Sell	104 -485	-82%	-$32.8K	﹤0.01%	1728
2025 Q3	$40.5K	Buy	589 +499	+554%	+$34.9K	﹤0.01%	1055
2025 Q2	$5.99K	Buy	90 +25	+38%	+$1.56K	﹤0.01%	1421
2025 Q1	$4.1K	Buy	65 +25	+63%	+$1.62K	﹤0.01%	1534
2024 Q4	$2.53K	Sell	40 -5	-11%	-$332	﹤0.01%	1660
2024 Q3	$2.69K	Buy	45 +25	+125%	+$1.54K	﹤0.01%	1574
2024 Q2	$1.14K	Buy	20 +15	+300%	+$844	﹤0.01%	1593
2024 Q1	$281	Buy	+5	New	+$265	﹤0.01%	1588

Other funds holding IBOC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return