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Summit Global Investments’s International Bancshares IBOC Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-5,249
Closed -$349K – 508
2025
Q2 		$349K Buy
5,249
+54
+1% +$3.37K 0.02% 365
2025
Q1 		$328K Buy
+5,195
New +$336K 0.02% 356

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Summit Global Investments's IBOC Position: Q3 2025 in Review

Summit Global Investments sold out of International Bancshares (IBOC) in Q3 2025, closing a stake of 5,249 shares — an estimated $349K sold.

Summit Global Investments first reported a position in IBOC in Q1 2025 and held it in 2 quarters. The position peaked at $349K in Q2 2025. 254 funds tracked by Wall St. Rank hold IBOC as of Q3 2025.

  • Summit Global Investments reported no remaining International Bancshares position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 5,249 International Bancshares shares in Q3 2025, an estimated $349K.
  • Summit Global Investments first reported a position in International Bancshares in Q1 2025 and held it in 2 quarters.
  • Summit Global Investments's International Bancshares position peaked at $349K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held International Bancshares as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.