SFG
IBOC icon

Steward Financial Group’s International Bancshares IBOC Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+54
New +$2.47K ﹤0.01% 991
2022
Q3 		– Sell
-35
Closed -$1K – 654
2022
Q2 		$1K Buy
+35
New +$1.43K ﹤0.01% 763

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's IBOC Position: Q3 2023 in Review

Steward Financial Group opened a new position in International Bancshares (IBOC) in Q3 2023: 54 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IBOC as recently as Q2 2022.

Steward Financial Group first reported a position in IBOC in Q2 2022 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold IBOC as of Q3 2023.

  • Steward Financial Group held 54 shares of International Bancshares worth $2K as of Q3 2023.
  • International Bancshares was a new Steward Financial Group position in Q3 2023.
  • International Bancshares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #991 holding.
  • Steward Financial Group first reported a position in International Bancshares in Q2 2022 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held International Bancshares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.