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United Capital Financial Advisors’s ICICI Bank IBN Stock Holding History

United Capital Financial Advisors’s Portfolio IBN Stock Details IBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$372K Buy
12,799
+1,272
+11% +$34.4K ﹤0.01% 1270
2026
Q1 		$299K Sell
11,527
-4,320
-27% -$127K ﹤0.01% 1347
2025
Q4 		$472K Sell
15,847
-822
-5% -$25.2K ﹤0.01% 990
2025
Q3 		$504K Sell
16,669
-480
-3% -$15.7K ﹤0.01% 853
2025
Q2 		$577K Sell
17,149
-1,415
-8% -$46.8K ﹤0.01% 743
2025
Q1 		$585K Sell
18,564
-1,509
-8% -$43.8K 0.01% 701
2024
Q4 		$599K Buy
20,073
+227
+1% +$6.85K 0.01% 688
2024
Q3 		$592K Buy
19,846
+1,066
+6% +$31K ﹤0.01% 685
2024
Q2 		$541K Buy
18,780
+1,954
+12% +$52.4K ﹤0.01% 692
2024
Q1 		$444K Sell
16,826
-103
-0.6% -$2.57K ﹤0.01% 764
2023
Q4 		$404K Buy
+16,929
New +$390K ﹤0.01% 780
2020
Q1 		– Sell
-14,146
Closed -$213K – 1277
2019
Q4 		$213K Buy
+14,146
New +$192K ﹤0.01% 1261
2019
Q3 		– Sell
-28,576
Closed -$360K – 1392
2019
Q2 		$360K Buy
28,576
+12,815
+81% +$148K ﹤0.01% 1143
2019
Q1 		$181K Buy
15,761
+520
+3% +$5.4K ﹤0.01% 1284
2018
Q4 		$157K Sell
15,241
-39
-0.3% -$368 ﹤0.01% 1218
2018
Q3 		$130K Sell
15,280
-158
-1% -$1.4K ﹤0.01% 1283
2018
Q2 		$124K Sell
15,438
-4,456
-22% -$38.2K ﹤0.01% 1261
2018
Q1 		$176K Sell
19,894
-2,147
-10% -$21.2K ﹤0.01% 1244
2017
Q4 		$214K Sell
22,041
-3,122
-12% -$28.8K ﹤0.01% 1216
2017
Q3 		$215K Buy
25,163
+2,824
+13% +$25.8K ﹤0.01% 1215
2017
Q2 		$200K Sell
22,339
-226
-1% -$1.91K ﹤0.01% 1209
2017
Q1 		$176K Buy
22,565
+3,688
+20% +$27.5K ﹤0.01% 1190
2016
Q4 		$129K Buy
18,877
+3,731
+25% +$26.6K ﹤0.01% 1222
2016
Q3 		$103K Buy
+15,146
New +$106K ﹤0.01% 1233
2015
Q4 		– Sell
-14,610
Closed -$111K – 1251
2015
Q3 		$111K Sell
14,610
-79,857
-85% -$682K ﹤0.01% 1202
2015
Q2 		$895K Sell
94,467
-39,432
-29% -$371K 0.01% 750
2015
Q1 		$1.33M Buy
133,899
+35,459
+36% +$368K 0.02% 665
2014
Q4 		$1.03M Buy
+98,440
New +$1M 0.02% 643

Other funds holding IBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Capital Financial Advisors's IBN Position: Q2 2026 in Review

United Capital Financial Advisors increased its ICICI Bank (IBN) stake by 11% in Q2 2026, buying an estimated $34.4K and bringing the position to 12,799 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

United Capital Financial Advisors first reported a position in IBN in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.33M in Q1 2015. 516 funds tracked by Wall St. Rank hold IBN as of Q2 2026.

  • United Capital Financial Advisors held 12,799 shares of ICICI Bank worth $372K as of Q2 2026.
  • United Capital Financial Advisors bought 1,272 ICICI Bank shares in Q2 2026, an estimated $34.4K.
  • ICICI Bank made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1270 holding.
  • United Capital Financial Advisors first reported a position in ICICI Bank in Q4 2014 and has held it in 28 quarters since.
  • United Capital Financial Advisors's ICICI Bank position peaked at $1.33M in Q1 2015.
  • 516 funds tracked by Wall St. Rank held ICICI Bank as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.