Steward Partners Investment Advisory’s Aberdeen India Fund IFN Stock Holding History

Steward Partners Investment Advisory’s Portfolio IFN Stock Details IFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$348K	Buy	30,728 +2,119	+7%	+$27.9K	﹤0.01%	1721
2025 Q4	$392K	Sell	28,609 -8,176	-22%	-$119K	﹤0.01%	1563
2025 Q3	$539K	Buy	36,785 +1,868	+5%	+$28.9K	﹤0.01%	1330
2025 Q2	$577K	Hold	34,917	–	–	﹤0.01%	1231
2025 Q1	$551K	Buy	34,917 +3,992	+13%	+$62.2K	﹤0.01%	1176
2024 Q4	$487K	Buy	30,925 +2,474	+9%	+$43.4K	﹤0.01%	1175
2024 Q3	$541K	Buy	28,451 +216	+0.8%	+$3.95K	0.01%	1079
2024 Q2	$504K	Buy	28,235 +27,983	+11,104%	+$509K	0.01%	1068
2024 Q1	$5.16K	Sell	252 -22,652	-99%	-$446K	﹤0.01%	3039
2023 Q4	$419K	Buy	22,904 +171	+0.8%	+$2.94K	0.01%	1073
2023 Q3	$396K	Buy	22,733 +534	+2%	+$8.99K	0.01%	1011
2023 Q2	$369K	Buy	22,199 +21,964	+9,346%	+$343K	0.01%	1053
2023 Q1	$3.56K	Hold	235	–	–	﹤0.01%	2893
2022 Q4	$3.48K	Hold	235	–	–	﹤0.01%	2890
2022 Q3	$4K	Buy	235 +7	+3%	+$120	﹤0.01%	2854
2022 Q2	$4K	Hold	228	–	–	﹤0.01%	2835
2022 Q1	$4K	Hold	228	–	–	﹤0.01%	2953
2021 Q4	$5K	Hold	228	–	–	﹤0.01%	2819
2021 Q3	$5K	Hold	228	–	–	﹤0.01%	2805
2021 Q2	$5K	Hold	228	–	–	﹤0.01%	6537
2021 Q1	$4.89K	Hold	228	–	–	﹤0.01%	3010
2020 Q4	$5K	Hold	228	–	–	﹤0.01%	2514
2020 Q3	$4K	Hold	228	–	–	﹤0.01%	2430
2020 Q2	$4K	Hold	228	–	–	﹤0.01%	2324
2020 Q1	$3K	Hold	228	–	–	﹤0.01%	2218
2019 Q4	$4K	Hold	228	–	–	﹤0.01%	2301
2019 Q3	$4K	Hold	228	–	–	﹤0.01%	2298
2019 Q2	$4K	Buy	+228	New	+$4.87K	﹤0.01%	2275
2018 Q4	–	Sell	-228	Closed	-$5K	–	1413
2018 Q3	$5K	Hold	228	–	–	﹤0.01%	2119
2018 Q2	$6K	Hold	228	–	–	﹤0.01%	1932
2018 Q1	$5K	Hold	228	–	–	﹤0.01%	1787
2017 Q4	$5K	Hold	228	–	–	﹤0.01%	1508
2017 Q3	$6K	Hold	228	–	–	﹤0.01%	1243
2017 Q2	$6K	Buy	+228	New	+$6.08K	﹤0.01%	1173

Other funds holding IFN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Steward Partners Investment Advisory's IFN Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Aberdeen India Fund (IFN) stake by 7.4% in Q1 2026, buying an estimated $27.9K and bringing the position to 30,728 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Steward Partners Investment Advisory first reported a position in IFN in Q2 2017 and has held it in 34 quarters since. The position peaked at $577K in Q2 2025. 70 funds tracked by Wall St. Rank hold IFN as of Q1 2026.

Steward Partners Investment Advisory held 30,728 shares of Aberdeen India Fund worth $348K as of Q1 2026.
Steward Partners Investment Advisory bought 2,119 Aberdeen India Fund shares in Q1 2026, an estimated $27.9K.
Aberdeen India Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1721 holding.
Steward Partners Investment Advisory first reported a position in Aberdeen India Fund in Q2 2017 and has held it in 34 quarters since.
Steward Partners Investment Advisory's Aberdeen India Fund position peaked at $577K in Q2 2025.
70 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.