SBK Financial’s Icon ICLR Stock Holding History

SBK Financial’s Portfolio ICLR Stock Details ICLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20	Closed	-$2.21K	–	310
2026 Q1	$2.21K	Buy	+20	New	+$2.73K	﹤0.01%	309

Other funds holding ICLR

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

SBK Financial's ICLR Position: Q2 2026 in Review

SBK Financial sold out of Icon (ICLR) in Q2 2026, closing a stake of 20 shares — an estimated $2.21K sold.

SBK Financial first reported a position in ICLR in Q1 2026 and held it in 1 quarter. The position peaked at $2.21K in Q1 2026. 425 funds tracked by Wall St. Rank hold ICLR as of Q2 2026.

SBK Financial reported no remaining Icon position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 20 Icon shares in Q2 2026, an estimated $2.21K.
SBK Financial first reported a position in Icon in Q1 2026 and held it in 1 quarter.
SBK Financial's Icon position peaked at $2.21K in Q1 2026.
425 funds tracked by Wall St. Rank held Icon as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.