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Summit Securities Group’s International Bancshares IBOC Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-474
Closed -$29.9K – 1238
2025
Q1 		$29.9K Buy
+474
New +$30.6K ﹤0.01% 409
2015
Q2 		– Sell
-100
Closed -$3K – 531
2015
Q1 		$3K Buy
+100
New +$2.46K ﹤0.01% 329

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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Summit Securities Group's IBOC Position: Q2 2025 in Review

Summit Securities Group sold out of International Bancshares (IBOC) in Q2 2025, closing a stake of 474 shares — an estimated $29.9K sold.

Summit Securities Group first reported a position in IBOC in Q1 2015 and held it in 2 quarters. The position peaked at $29.9K in Q1 2025. 255 funds tracked by Wall St. Rank hold IBOC as of Q2 2025.

  • Summit Securities Group reported no remaining International Bancshares position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 474 International Bancshares shares in Q2 2025, an estimated $29.9K.
  • Summit Securities Group first reported a position in International Bancshares in Q1 2015 and held it in 2 quarters.
  • Summit Securities Group's International Bancshares position peaked at $29.9K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held International Bancshares as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.