SFA
IBOC icon

Sequoia Financial Advisors’s International Bancshares IBOC Stock Holding History

Sequoia Financial Advisors’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
Q2 		$278K Buy
3,659
+203
+6% +$14.7K ﹤0.01% 1732
2026
Q1 		$233K Sell
3,456
-2,245
-39% -$156K ﹤0.01% 1714
2025
Q4 		$379K Buy
5,701
+1,884
+49% +$128K ﹤0.01% 1432
2025
Q3 		$262K Buy
+3,817
New +$267K ﹤0.01% 1466

Other funds holding IBOC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Sequoia Financial Advisors's IBOC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its International Bancshares (IBOC) stake by 5.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 3,659 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Sequoia Financial Advisors first reported a position in IBOC in Q3 2025 and has held it in 4 quarters since. The position peaked at $379K in Q4 2025. 25 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

  • Sequoia Financial Advisors held 3,659 shares of International Bancshares worth $278K as of Q2 2026.
  • Sequoia Financial Advisors bought 203 International Bancshares shares in Q2 2026, an estimated $14.7K.
  • International Bancshares made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1732 holding.
  • Sequoia Financial Advisors first reported a position in International Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's International Bancshares position peaked at $379K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.