SS
INV

SBI Securities’s Innventure Inc INV Stock Holding History

SBI Securities’s Portfolio INV Stock Details INV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.54K Buy
895
+795
+795% +$4.67K ﹤0.01% 2217
2026
Q1 		$391 Hold
100
– – ﹤0.01% 2981
2025
Q4 		$418 Hold
100
– – ﹤0.01% 2939
2025
Q3 		$579 Hold
100
– – ﹤0.01% 2909
2025
Q2 		$480 Buy
+100
New +$477 ﹤0.01% 2986

Other funds holding INV

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SBI Securities's INV Position: Q2 2026 in Review

SBI Securities increased its Innventure Inc (INV) stake by 795% in Q2 2026, buying an estimated $4.67K and bringing the position to 895 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

SBI Securities first reported a position in INV in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold INV as of Q2 2026.

  • SBI Securities held 895 shares of Innventure Inc worth $4.54K as of Q2 2026.
  • SBI Securities bought 795 Innventure Inc shares in Q2 2026, an estimated $4.67K.
  • Innventure Inc made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2217 holding.
  • SBI Securities first reported a position in Innventure Inc in Q2 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held Innventure Inc as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.