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United Capital Financial Advisors’s International Bancshares IBOC Stock Holding History

United Capital Financial Advisors’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
2026
Q2 		$205K Sell
2,699
-1,460
-35% -$106K ﹤0.01% 1542
2026
Q1 		$280K Buy
+4,159
New +$288K ﹤0.01% 1387

Other funds holding IBOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

United Capital Financial Advisors reduced its International Bancshares (IBOC) stake by 35% in Q2 2026, selling an estimated $106K and leaving 2,699 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

United Capital Financial Advisors first reported a position in IBOC in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 301 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

  • United Capital Financial Advisors held 2,699 shares of International Bancshares worth $205K as of Q2 2026.
  • United Capital Financial Advisors sold 1,460 International Bancshares shares in Q2 2026, an estimated $106K.
  • International Bancshares made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1542 holding.
  • United Capital Financial Advisors first reported a position in International Bancshares in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's International Bancshares position peaked at $280K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

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